| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2024 | 37 | 224,504 | GOOGL, AMZN, META, WMT | 13F-HR | 2/13/2025 | 000072808325000002 |
| Q3 2024 | 38 | 236,988 | GOOGL, META, AMZN, MCD | 13F-HR | 11/14/2024 | 000174933324000008 |
| Q2 2024 | 34 | 247,781 | GOOGL, AMZN, META, DG | 13F-HR | 8/14/2024 | 000192938924000009 |
| Q1 2024 | 22 | 259,393 | DG, AMZN, EA, GOOGL | 13F-HR | 5/15/2024 | 000174933324000004 |
| Q4 2023 | 18 | 220,629 | AMZN, NFLX, GOOGL, DG | 13F-HR | 2/14/2024 | 000196520724000002 |
| Q3 2023 | 13 | 154,564 | AMZN, NFLX, GOOGL, STZ | 13F-HR | 11/13/2023 | 000174933323000010 |
| Q2 2023 | 16 | 131,037 | NFLX, MCD, STZ, RACE | 13F-HR | 8/10/2023 | 000174933323000006 |
| Q1 2023 | 14 | 114,787 | MDLZ, PYPL, STZ, NFLX | 13F-HR | 5/15/2023 | 000174933323000004 |
| Q4 2022 | 16 | 119,246 | AMZN, MDLZ, PYPL, NKE | 13F-HR | 2/14/2023 | 000174933323000002 |
| Q3 2022 | 20 | 131,920 | BABA, EL, MCD, NFLX | 13F-HR | 11/14/2022 | 000174933322000007 |
| Q2 2022 | 15 | 134,883 | STZ, MDLZ, KO, GOOGL | 13F-HR | 8/15/2022 | 000174933322000005 |
| Q1 2022 | 40 | 210,659 | GOOGL, KO, AMZN, AAPL | 13F-HR | 5/16/2022 | 000174933322000003 |
| Q4 2021 | 47 | 288,521 | EL, DIS, GM, ALIBABA GROUP HLDG LTD | 13F-HR | 2/14/2022 | 000174933322000002 |
| Q3 2021 | 49 | 469,665 | META, NKE, AMZN, SE | 13F-HR | 11/12/2021 | 000184236121000005 |
| Q2 2021 | 55 | 503,189 | BABA, META, V, AMZN | 13F-HR | 8/16/2021 | 000174933321000004 |
| Q1 2021 | 75 | 426,785 | BABA, META, AAPL, AMZN | 13F-HR | 5/17/2021 | 000174933321000003 |
| Q4 2020 | 73 | 302,255 | BABA, AAPL, META, PYPL | 13F-HR | 2/16/2021 | 000174933321000001 |