| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q3 2023 | 18 | 82,283 | MSFT, GOOGL, BILL, META | 13F-HR | 11/14/2023 | 000121465923015131 |
| Q2 2023 | 19 | 92,467 | BILL, MSFT, FMX, GOOGL | 13F-HR | 8/14/2023 | 000121465923011270 |
| Q1 2023 | 19 | 84,104 | MSFT, EL, BABA, META | 13F-HR | 5/15/2023 | 000121465923007164 |
| Q4 2022 | 8 | 34,400 | PANW, LRCX, ULTA, BABA | 13F-HR | 2/14/2023 | 000121465923002381 |
| Q3 2022 | 11 | 139,087 | AMZN, KLAC, GOOG, ULTA | 13F-HR | 11/14/2022 | 000121465922013678 |
| Q2 2022 | 16 | 190,085 | KLAC, GOOG, LI, BKNG | 13F-HR | 8/15/2022 | 000121465922010203 |
| Q1 2022 | 20 | 245,817 | KLAC, BKNG, AMZN, GOOG | 13F-HR | 5/16/2022 | 000121465922007021 |
| Q4 2021 | 16 | 259,726 | KLAC, AMZN, BURL, LRCX | 13F-HR | 2/14/2022 | 000121465922002630 |
| Q3 2021 | 22 | 284,683 | TEAM.MX, AMZN, TWLO, AMD | 13F-HR | 11/15/2021 | 000121465921011796 |
| Q2 2021 | 19 | 297,320 | FTCH, TWLO, TEAM.MX, AMZN | 13F-HR | 8/16/2021 | 000121465921008669 |
| Q1 2021 | 13 | 214,390 | AMZN, UBER, FTCH, 0LQ0.IL | 13F-HR | 5/17/2021 | 000121465921005572 |
| Q4 2020 | 17 | 235,659 | VRNS, ATUS, MU, FTCH | 13F-HR | 2/16/2021 | 000121465921001945 |