| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q2 2026 | 10 | 900,708 | AMZN, MELI, APPF, GOOGL | 13F-HR | 8/14/2026 | 000184667726000004 |
| Q1 2026 | 11 | 782,639 | AMZN, MELI, APPF, VEEV | 13F-HR | 5/15/2026 | 000184667726000003 |
| Q4 2025 | 11 | 893,313 | AMZN, MELI, APPF, CPNG | 13F-HR | 2/17/2026 | 000184667726000002 |
| Q3 2025 | 14 | 916,848 | AMZN, MELI, APPF, CPNG | 13F-HR | 11/14/2025 | 000184667725000007 |
| Q2 2025 | 14 | 891,972 | AMZN, MELI, APPF, CPNG | 13F-HR | 8/14/2025 | 000184667725000004 |
| Q1 2025 | 16 | 734,984 | AMZN, MELI, APPF, VEEV | 13F-HR | 5/15/2025 | 000176920225000003 |
| Q4 2024 | 17 | 765,573 | AMZN, MELI, APPF, VEEV | 13F-HR | 2/14/2025 | 000184667725000002 |
| Q3 2024 | 16 | 733,830 | AMZN, MELI, APPF, CPNG | 13F-HR | 11/14/2024 | 000184667724000006 |
| Q2 2024 | 13 | 662,957 | AMZN, MELI, MSFT, APPF | 13F-HR | 8/15/2024 | 000184667724000003 |
| Q1 2024 | 12 | 647,234 | AMZN, CRM, MELI, MSFT | 13F-HR | 5/15/2024 | 000184667724000002 |
| Q4 2023 | 11 | 543,632 | AMZN, CRM, MELI, MSFT | 13F-HR | 2/14/2024 | 000184667724000001 |
| Q3 2023 | 11 | 531,637 | AMZN, CRM, MELI, MSFT | 13F-HR | 11/14/2023 | 000184667723000012 |
| Q2 2023 | 15 | 534,415 | AMZN, CRM, MELI, MSFT | 13F-HR | 8/14/2023 | 000184667723000009 |
| Q1 2023 | 16 | 461,180 | CRM, AMZN, MELI, MSFT | RESTATEMENT | 5/22/2023 | 000184667723000008 |
| Q4 2022 | 16 | 406,492 | CRM, AMZN, MELI, MSFT | 13F-HR | 2/14/2023 | 000184667723000005 |
| Q3 2022 | 18 | 394,703 | CRM, MELI, GOOG, VEEV | 13F-HR | 11/14/2022 | 000184667722000009 |
| Q2 2022 | 19 | 374,284 | CRM, MELI, GOOG, AMZN | 13F-HR | 8/12/2022 | 000184667722000008 |
| Q1 2022 | 23 | 441,966 | CRM, MELI, GOOG, AMZN | RESTATEMENT | 5/17/2022 | 000184667722000006 |
| Q4 2021 | 25 | 369,857 | CRM, MELI, GOOG, Just Eat Takeaway.com NV | RESTATEMENT | 2/18/2022 | 000184667722000003 |
| Q3 2021 | 25 | 413,157 | CRM, MELI, Just Eat Takeaway.com NV, GOOG | 13F-HR | 11/15/2021 | 000184667721000008 |
| Q2 2021 | 23 | 315,343 | CRM, MELI, Just Eat Takeaway.com NV, GOOG | 13F-HR | 8/13/2021 | 000183168321000007 |
| Q1 2021 | 26 | 205,004 | CRM, Just Eat Takeaway.com NV, MELI, GOOG | 13F-HR | 5/14/2021 | 000184667721000003 |
| Q4 2020 | 21 | 116,887 | CRM, MELI, GOOG, Just Eat Takeaway.com NV | RESTATEMENT | 5/18/2021 | 000184667721000004 |
Investors who own more than 5% of a class must file a Schedule 13D or 13G.
1 security where the latest filing since 12/18/2024 is a 13G, filed 10/8/2025. View all