| Quarter | Holdings | Value, Excl. Options ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2026 | 15 | 126,188 | META, MSFT, GOOGL, MELI | 13F-HR | 11/5/2026 | 000175578426000007 |
| Q2 2026 | 15 | 128,418 | MSFT, META, APPF, GOOGL | 13F-HR | 8/12/2026 | 000175578426000004 |
| Q1 2026 | 14 | 128,719 | MSFT, META, APPF, GOOGL | 13F-HR | 5/6/2026 | 000175578426000003 |
| Q4 2025 | 14 | 195,646 | MSFT, META, MNDY, GOOGL | 13F-HR | 2/10/2026 | 000175578426000002 |
| Q3 2025 | 12 | 225,692 | MSFT, META, MNDY, GOOGL | 13F-HR | 11/5/2025 | 000175578425000007 |
| Q2 2025 | 12 | 221,183 | MSFT, META, MNDY, GOOGL | 13F-HR | 8/5/2025 | 000175578425000005 |
| Q1 2025 | 12 | 190,245 | MSFT, META, MNDY, GOOGL | 13F-HR | 5/15/2025 | 000175578425000003 |
| Q4 2024 | 12 | 202,677 | MSFT, META, GOOGL, MNDY | 13F-HR | 2/14/2025 | 000182253125000003 |
| Q3 2024 | 11 | 211,412 | MSFT, META, MNDY, GOOGL | 13F-HR | 11/14/2024 | 000175578424000008 |
| Q2 2024 | 13 | 259,848 | MSFT, META, GOOGL, MNDY | 13F-HR | 8/14/2024 | 000175578424000007 |
| Q1 2024 | 13 | 322,418 | MSFT, META, GOOGL, CRM | 13F-HR | 5/15/2024 | 000175578424000004 |
| Q4 2023 | 13 | 336,769 | MSFT, META, CRM, GOOGL | 13F-HR | 2/14/2024 | 000175578424000002 |
| Q3 2023 | 16 | 336,144 | MSFT, META, GOOGL, CRM | 13F-HR | 11/14/2023 | 000117266123003883 |
| Q2 2023 | 14 | 384,212 | MSFT, META, GOOGL, CRM | 13F-HR | 8/14/2023 | 000117266123003110 |
| Q1 2023 | 10 | 345,937 | GOOGL, MSFT, AMZN, CRM | 13F-HR | 5/15/2023 | 000117266123002157 |
| Q4 2022 | 11 | 276,864 | GOOGL, MSFT, AMZN, CRM | 13F-HR | 2/14/2023 | 000117266123000882 |
| Q3 2022 | 13 | 297,993 | GOOGL, CRM, MSFT, AMZN | 13F-HR | 11/14/2022 | 000117266122002409 |
| Q2 2022 | 13 | 385,820 | GOOGL, CRM, MSFT, AMZN | 13F-HR | 8/15/2022 | 000117266122001863 |
| Q1 2022 | 14 | 519,138 | GOOGL, CRM, MSFT, AMZN | 13F-HR | 5/16/2022 | 000117266122001330 |
| Q4 2021 | 16 | 626,840 | GOOGL, CRM, META, AMZN | 13F-HR | 2/14/2022 | 000117266122000460 |
| Q3 2021 | 15 | 651,362 | CRM, GOOGL, META, DASH | 13F-HR | 11/15/2021 | 000117266121002364 |
| Q2 2021 | 16 | 614,483 | GOOGL, META, CRM, DASH | 13F-HR | 8/16/2021 | 000117266121001800 |
| Q1 2021 | 15 | 541,207 | GOOGL, META, CRM, MSFT | 13F-HR | 5/17/2021 | 000117266121001270 |
| Q4 2020 | 13 | 519,212 | GOOGL, META, CRM, AMZN | 13F-HR | 2/17/2021 | 000117266121000866 |
| Q3 2020 | 12 | 442,325 | GOOGL, CRM, META, AMZN | 13F-HR | 11/16/2020 | 000117266120002292 |
| Q2 2020 | 13 | 391,349 | GOOGL, META, CRM, AMZN | 13F-HR | 8/14/2020 | 000117266120001809 |
| Q1 2020 | 12 | 248,468 | GOOGL, META, AMZN, CRM | 13F-HR | 4/28/2020 | 000117266120001104 |
| Q4 2019 | 13 | 219,790 | GOOGL, META, AMZN, BABA | 13F-HR | 4/28/2020 | 000117266120001103 |