Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q2 2024 | 12 | 152,593 | CRWD, TTD, AMZN, INTC calls | 13F-HR | 8/14/2024 | 000121465924014663 |
Q1 2024 | 12 | 163,971 | INTC calls, CRWD, TTD, AMZN | 13F-HR | 5/15/2024 | 000121465924009289 |
Q4 2023 | 12 | 154,008 | CRWD, INTEL CORP calls, TTD, AMZN | 13F-HR | 2/14/2024 | 000121465924002807 |
Q3 2023 | 13 | 118,229 | TTD, CRWD, AMZN, GLBE | 13F-HR | 11/14/2023 | 000121465923015111 |
Q2 2023 | 12 | 121,899 | TTD, AMZN, CRWD, MDB | 13F-HR | 8/14/2023 | 000121465923011277 |
Q1 2023 | 13 | 98,535 | TTD, CRWD, AMZN, SHOP | 13F-HR | 5/15/2023 | 000121465923007178 |
Q4 2022 | 13 | 78,490 | TTD, CRWD, AMZN, SNOW | 13F-HR | 2/14/2023 | 000121465923002412 |
Q3 2022 | 12 | 98,091 | TTD, CRWD, AMZN, SNOW | 13F-HR | 11/14/2022 | 000121465922013688 |
Q2 2022 | 13 | 94,539 | CRWD, TTD, AMZN, MDB | 13F-HR | 8/15/2022 | 000121465922010186 |
Q1 2022 | 16 | 156,830 | CRWD, TTD, AMZN, MDB | 13F-HR | 5/16/2022 | 000121465922007004 |
Q4 2021 | 18 | 212,238 | TTD, CRWD, TWLO, SHOP | 13F-HR | 2/14/2022 | 000121465922002614 |
Q3 2021 | 18 | 219,290 | TWLO, CRWD, TTD, AMZN | 13F-HR | 11/15/2021 | 000121465921011784 |
Q2 2021 | 17 | 228,467 | TWLO, TTD, CRWD, SHOP | 13F-HR | 8/16/2021 | 000121465921008657 |
Q1 2021 | 16 | 183,041 | TWLO, TTD, CRWD, AMZN | 13F-HR | 5/11/2021 | 000121465921005164 |
Q4 2020 | 16 | 111,921 | TTD, TWLO, CRWD, SHOP | 13F-HR | 5/17/2021 | 000121465921005633 |