| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q4 2023 | 43 | 1,036,172 | SPOT, 0A2S.IL, EXPE, META | 13F-HR | 2/14/2024 | 000090266424001651 |
| Q3 2023 | 42 | 1,120,976 | META, ELF, CL, MSFT | 13F-HR | 11/14/2023 | 000090266423005498 |
| Q2 2023 | 41 | 1,064,743 | META, AMZN, YUM, UBER | 13F-HR | 8/14/2023 | 000090266423004416 |
| Q1 2023 | 39 | 923,812 | AMZN, TJX, NKE, NFLX | 13F-HR | 5/15/2023 | 000090266423003066 |
| Q4 2022 | 27 | 423,394 | WMG, CPNG, MTCH, YUM | 13F-HR | 2/14/2023 | 000090266423001762 |
| Q3 2022 | 28 | 597,888 | DPZ, ROST, LVS, AMZN | 13F-HR | 11/14/2022 | 000090266422004853 |
| Q2 2022 | 25 | 612,685 | DPZ, AMZN, DG, ULTA | 13F-HR | 8/15/2022 | 000090266422003952 |
| Q1 2022 | 28 | 533,641 | AMZN, GOOGL, ULTA, KO | 13F-HR | 5/16/2022 | 000090266422002951 |
| Q4 2021 | 28 | 586,788 | AMZN, DPZ, GOOGL, META | 13F-HR | 2/14/2022 | 000090571822000301 |