Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 14 | 96,308 | MELI, TTD, META, MSFT | 13F-HR | 11/14/2024 | 000142050624002442 |
Q2 2024 | 13 | 108,599 | MSFT, TTD, MELI, GOOGL | 13F-HR | 8/14/2024 | 000142050624001496 |
Q1 2024 | 12 | 127,337 | MSFT, META, MELI, TTD | 13F-HR | 5/15/2024 | 000142050624000909 |
Q4 2023 | 12 | 114,478 | MELI, ZTS, MSFT, GOOGL | 13F-HR | 2/14/2024 | 000142050624000339 |
Q3 2023 | 13 | 106,019 | ZTS, META, TTD, MELI | 13F-HR | 11/14/2023 | 000142050623002086 |
Q2 2023 | 13 | 95,565 | ZTS, MSFT, TTD, META | 13F-HR | 8/14/2023 | 000142050623001541 |
Q1 2023 | 13 | 82,182 | ZTS, MELI, MSFT, MA | 13F-HR | 5/15/2023 | 000142050623001050 |
Q4 2022 | 14 | 54,836 | ZTS, GOOGL, MA, MSFT | 13F-HR | 2/14/2023 | 000142050623000517 |
Q3 2022 | 14 | 56,684 | ZTS, GOOGL, TTD, MSFT | 13F-HR | 11/14/2022 | 000142050622002080 |
Q2 2022 | 14 | 54,752 | ZTS, GOOGL, MSFT, MA | 13F-HR | 8/15/2022 | 000142050622001640 |
Q1 2022 | 14 | 102,102 | GOOGL, ZTS, MSFT, MELI | 13F-HR | 5/16/2022 | 000142050622000961 |
Q4 2021 | 13 | 164,676 | ZTS, GOOGL, TTD, MSFT | 13F-HR | 2/14/2022 | 000142050622000337 |