Dragoneer

+193.7%

13F reported fund value

$2,834,424,427

Asset	Weight	Price	They hold
SPCX24/7 SpaceX	48%	$171.09+7.6%	$1.37bn
AMD24/7 AMD	19%	$645.86-0.5%	$548m
AMZN24/7 Amazon	11%	$259.92+1.4%	$303m
CBRS24/5 Cerebras Systems	3%	$177.10-2.5%	$88.4m
Cash Held as USDT	19%		$528m

DisclosedValueChange

Aug 14, 2026
13F for Q2 2026
$2,834,424,427−$167,574,719
+14 more
New positions
MoveSinceTraded
- SPCX24/7
  SpaceX
  +$1.37bn+22%n/a
- AMD24/7
  +$548m+26%n/a
- AMZN24/7
  Amazon
  +$303m-1%n/a
- INIO
  Innio
  +$113m-27%n/a
- CBRS24/5
  Cerebras Systems
  +$88.4m-19%n/a
Closed positions
MoveSinceTraded
- NVDA24/7
  NVIDIA
  −$650m+6%n/a
- CPNG24/5
  Coupang
  −$526m-11%n/a
- META24/7
  Meta Platforms
  −$408m+22%n/a
- CVNA24/5
  Carvana
  −$394m-15%n/a
- XYZ24/5
  Block
  −$176m-8%n/a
- SAIL
  SailPoint
  −$106m+2%n/a
- DDOG
  Datadog
  −$32.1m+9%n/a
- WLTH
  Wealthfront
  −$6.05m+15%n/a
- OSCR24/5
  Oscar Health
  −$4.19m-6%n/a
- GTM
  ZoomInfo Technologies
  −$4.01m-10%n/a
Decreased
MoveSinceTraded
- GLBE
  Global E Online
  −$351m-7%n/a
- KLAR
  Klarna Group
  −$19.2m-40%n/a
5 positions unchanged
The filing on EDGAR
May 15, 2026
13F for Q1 2026
$3,001,999,146−$1,583,866,161
+16 more
New positions
MoveSinceTraded
- META24/7
  Meta Platforms
  +$408m+18%n/a
Closed positions
MoveSinceTraded
- CDAY
  Dayforce
  −$328m0%n/a
- MELI24/5
  MercadoLibre
  −$323m+21%n/a
- PDD24/5
  −$208m-18%n/a
- DUOL
  Duolingo
  −$204m+31%n/a
- EXE
  Expand Energy
  −$146m-11%n/a
- CRK
  Comstock Resources
  −$99.6m-14%n/a
- JAMF
  JAMF Hldg
  −$56.3mn/an/a
- NAVN
  Navan
  −$35.8m+16%n/a
- MDLN
  Medline
  −$22.1m-2%n/a
- FIG24/5
  Figma
  −$16.1m-4%n/a
- GEMI24/5
  Gemini Space Station
  −$8.04m-15%n/a
Increased
MoveSinceTraded
- NVDA24/7
  NVIDIA
  +$188m+6%n/a
- CPNG24/5
  Coupang
  +$118m-11%n/a
- CVNA24/5
  Carvana
  +$86.0m-5%n/a
Decreased
MoveSinceTraded
- KLAR
  Klarna Group
  −$32.5m-18%n/a
- CHYM
  Chime Finl
  −$79.4m+56%n/a
- XYZ24/5
  Block
  −$124m+8%n/a
- OSCR24/5
  Oscar Health
  −$3.35m+33%n/a
9 positions unchanged
The filing on EDGAR
Feb 17, 2026
13F for Q4 2025
$4,585,865,307+$56,890,410
+13 more
New positions
MoveSinceTraded
- EXE
  Expand Energy
  +$146m-15%n/a
- CRK
  Comstock Resources
  +$99.6m-31%n/a
- NAVN
  Navan
  +$35.8m+115%n/a
- MDLN
  Medline
  +$22.1m-23%n/a
- WLTH
  Wealthfront
  +$8.89m+24%n/a
Closed positions
MoveSinceTraded
- FLNC24/5
  Fluence Energy
  −$65.9m-19%n/a
- STUB
  StubHub
  −$7.17m-39%n/a
- PTRN
  Pattern Group
  −$6.71m+65%n/a
- ARX
  Accelerant
  −$5.01mn/an/a
Increased
MoveSinceTraded
- CVNA24/5
  Carvana
  +$127m-9%n/a
- NVDA24/7
  NVIDIA
  +$106m+29%n/a
- MELI24/5
  MercadoLibre
  +$114m-5%n/a
Decreased
MoveSinceTraded
- DUOL
  Duolingo
  −$73.9m+31%n/a
- XYZ24/5
  Block
  −$102m+50%n/a
- GEMI24/5
  Gemini Space Station
  −$8.04m-28%n/a
- OSCR24/5
  Oscar Health
  −$9.90m+131%n/a
15 positions unchanged
The filing on EDGAR
Nov 14, 2025
13F for Q3 2025
$4,528,974,897−$370,093,963
+17 more
New positions
MoveSinceTraded
- KLAR
  Klarna Group
  +$304m-63%n/a
- CVNA24/5
  Carvana
  +$256m+0%n/a
- MELI24/5
  MercadoLibre
  +$242m-9%n/a
- FLNC24/5
  Fluence Energy
  +$65.9m-19%n/a
- GEMI24/5
  Gemini Space Station
  +$38.8m-62%n/a
- FIG24/5
  Figma
  +$22.4m-43%n/a
- STUB
  StubHub
  +$7.17m-64%n/a
- PTRN
  Pattern Group
  +$6.71m0%n/a
- ARX
  Accelerant
  +$5.01mn/an/a
Closed positions
MoveSinceTraded
- FLUT
  Flutter Entertainment
  −$481m-62%n/a
- INSP
  Inspire Medical Systems
  −$306m-19%n/a
- HNGE
  Hinge Health
  −$3.59m+138%n/a
Increased
MoveSinceTraded
- DUOL
  Duolingo
  +$389m-21%n/a
- GLBE
  Global E Online
  +$65.5m+11%n/a
Decreased
MoveSinceTraded
- DDOG
  Datadog
  −$282m+50%n/a
- XYZ24/5
  Block
  −$194m+26%n/a
- CPNG24/5
  Coupang
  −$201m-49%n/a
- PDD24/5
  −$225m-40%n/a
- NU
  −$79.3m-2%n/a
- TTAN
  Servicetitan
  −$20.7m-23%n/a
9 positions unchanged
The filing on EDGAR
Aug 14, 2025
13F for Q2 2025
$4,899,068,860+$145,859,388
+14 more
New positions
MoveSinceTraded
- NVDA24/7
  NVIDIA
  +$504m+31%n/a
- CHYM
  Chime Finl
  +$295m-5%n/a
- HNGE
  Hinge Health
  +$3.59m+71%n/a
Closed positions
MoveSinceTraded
- INTU24/5
  Intuit
  −$397m-58%n/a
- TEAM
  Atlassian
  −$236m+19%n/a
- RBLX
  Roblox
  −$102m-63%n/a
- DT
  Dynatrace
  −$56.5m+27%n/a
- KRMN
  Karman
  −$30.1m-33%n/a
Increased
MoveSinceTraded
- DDOG
  Datadog
  +$266m+123%n/a
- INSP
  Inspire Medical Systems
  +$137m-17%n/a
- GLBE
  Global E Online
  +$57.3m+28%n/a
Decreased
MoveSinceTraded
- DUOL
  Duolingo
  −$362m-55%n/a
- PDD24/5
  −$108m-32%n/a
- TTAN
  Servicetitan
  −$90.3m-32%n/a
- JAMF
  JAMF Hldg
  −$42.7m+54%n/a
- OSCR24/5
  Oscar Health
  −$119m+111%n/a
- CPNG24/5
  Coupang
  −$146m-49%n/a
8 positions unchanged
The filing on EDGAR
May 15, 2025
13F for Q1 2025
$4,753,209,472−$972,852,056
+16 more
New positions
MoveSinceTraded
- INTU24/5
  Intuit
  +$397m-54%n/a
- SAIL
  SailPoint
  +$150m+7%n/a
- KRMN
  Karman
  +$30.1m-23%n/a
Closed positions
MoveSinceTraded
- DASH24/5
  DoorDash
  −$179m-2%n/a
- BZ24/5
  Kanzhun
  −$55.7m+1%n/a
- PCOR
  Procore Technologies
  −$47.5m-24%n/a
- IBTA
  Ibotta
  −$16.3mn/an/a
Increased
MoveSinceTraded
- CPNG24/5
  Coupang
  +$115m-46%n/a
- XYZ24/5
  Block
  +$223m+33%n/a
- DUOL
  Duolingo
  +$59.6m-72%n/a
- CDAY
  Dayforce
  +$50.5m0%n/a
Decreased
MoveSinceTraded
- RBLX
  Roblox
  −$487m-43%n/a
- GLBE
  Global E Online
  −$130m+19%n/a
- DT
  Dynatrace
  −$154m+14%n/a
- TEAM
  Atlassian
  −$149m-11%n/a
- PDD24/5
  −$119m-33%n/a
- JAMF
  JAMF Hldg
  −$56.3m+13%n/a
- GTM
  ZoomInfo Technologies
  −$56.5m-64%n/a
- OSCR24/5
  Oscar Health
  −$33.7m+87%n/a
7 positions unchanged
The filing on EDGAR
Feb 14, 2025
13F for Q4 2024
$5,726,061,528−$25,269,708
+12 more
New positions
MoveSinceTraded
- DT
  Dynatrace
  +$242m-2%n/a
- TTAN
  Servicetitan
  +$211m-31%n/a
- INSP
  Inspire Medical Systems
  +$161m-62%n/a
Closed positions
MoveSinceTraded
- RBRK
  Rubrik
  −$34.3m+62%n/a
- NXDR
  Nextdoor
  −$4.96mn/an/a
- RDDT24/5
  Reddit
  −$1.98m-24%n/a
Increased
MoveSinceTraded
- XYZ24/5
  Block
  +$150m-9%n/a
- CPNG24/5
  Coupang
  +$37.2m-43%n/a
Decreased
MoveSinceTraded
- GTM
  ZoomInfo Technologies
  −$166m-64%n/a
- BZ24/5
  Kanzhun
  −$96.3m+1%n/a
- DASH24/5
  DoorDash
  −$167m-9%n/a
- JAMF
  JAMF Hldg
  −$41.3m-17%n/a
- DUOL
  Duolingo
  −$154m-66%n/a
- GLBE
  Global E Online
  −$180m-37%n/a
- RBLX
  Roblox
  −$95.1m-30%n/a
11 positions unchanged
The filing on EDGAR
Nov 14, 2024
13F for Q3 2024
$5,751,331,236+$516,806,636
+17 more
Closed positions
MoveSinceTraded
- TOST
  Toast
  −$89.5m-24%n/a
- AFRM
  Affirm
  −$45.2m+33%n/a
- PTON
  Peloton Interactive
  −$38.2m-39%n/a
- DT
  Dynatrace
  −$15.1m+12%n/a
- KVYO
  Klaviyo
  −$12.4m-57%n/a
- MRVI
  Maravai Lifesciences
  −$5.37m+52%n/a
- WAY
  Waystar Holding
  −$4.30m-16%n/a
- TEM
  Tempus AI
  −$1.75m+24%n/a
Increased
MoveSinceTraded
- CDAY
  Dayforce
  +$228m0%n/a
- DUOL
  Duolingo
  +$157m-54%n/a
- PDD24/5
  +$151m-30%n/a
- CPNG24/5
  Coupang
  +$48.8m-43%n/a
- TEAM
  Atlassian
  +$158m-22%n/a
Decreased
MoveSinceTraded
- PCOR
  Procore Technologies
  −$99.3m-24%n/a
- BZ24/5
  Kanzhun
  −$67.2m+1%n/a
- CCC
  CCC Intelligent Solutions Hl
  −$74.1m-45%n/a
- NU
  −$45.1m+3%n/a
- DASH24/5
  DoorDash
  −$112m+11%n/a
- OSCR24/5
  Oscar Health
  −$68.7m+100%n/a
- RBRK
  Rubrik
  −$15.5m+183%n/a
12 positions unchanged
The filing on EDGAR
Aug 14, 2024
13F for Q2 2024
$5,234,524,600+$915,781,147
+21 more
New positions
MoveSinceTraded
- TEAM
  Atlassian
  +$470m+36%n/a
- DUOL
  Duolingo
  +$205m-25%n/a
- CDAY
  Dayforce
  +$193m0%n/a
- RBRK
  Rubrik
  +$47.5m+297%n/a
- AFRM
  Affirm
  +$45.2m+166%n/a
- IBTA
  Ibotta
  +$18.8mn/an/a
- MRVI
  Maravai Lifesciences
  +$5.37m-4%n/a
- WAY
  Waystar Holding
  +$4.30m+4%n/a
- TEM
  Tempus AI
  +$1.75m+64%n/a
Closed positions
MoveSinceTraded
- NCNO
  nCino
  −$66.2m-44%n/a
- GRAB24/5
  −$26.7m+1%n/a
- ALAB24/5
  Astera Labs
  −$22.3m+903%n/a
- TBBB
  Bbb Foods
  −$19.0m+88%n/a
- AS
  Amer Sports
  −$4.89m+141%n/a
Increased
MoveSinceTraded
- PDD24/5
  +$205m-45%n/a
- PCOR
  Procore Technologies
  +$107m-2%n/a
- GLBE
  Global E Online
  +$46.7m+25%n/a
- DASH24/5
  DoorDash
  +$136m+53%n/a
- RBLX
  Roblox
  +$92.6m+19%n/a
- CCC
  CCC Intelligent Solutions Hl
  +$42.3m-36%n/a
Decreased
MoveSinceTraded
- DT
  Dynatrace
  −$190m+26%n/a
- TOST
  Toast
  −$105m+23%n/a
- BZ24/5
  Kanzhun
  −$57.1m+1%n/a
- CPNG24/5
  Coupang
  −$49.5m-35%n/a
14 positions unchanged
The filing on EDGAR
May 15, 2024
13F for Q1 2024
$4,318,743,453−$287,581,434
+19 more
New positions
MoveSinceTraded
- FLUT
  Flutter Entertainment
  +$336m-64%n/a
- DT
  Dynatrace
  +$213m+26%n/a
- ALAB24/5
  Astera Labs
  +$22.3m+403%n/a
- TBBB
  Bbb Foods
  +$19.0m+105%n/a
- AS
  Amer Sports
  +$4.89m+70%n/a
- RDDT24/5
  Reddit
  +$1.48m+150%n/a
Closed positions
MoveSinceTraded
- ESMT
  Engagesmart
  −$50.2mn/an/a
- CARG
  CarGurus
  −$44.4m+15%n/a
- CWAN
  Clearwater Analytics Hldgs I
  −$17.9m+29%n/a
- CART
  Maplebear
  −$17.6m+38%n/a
- BIRK
  Birkenstock Holding
  −$14.6m-29%n/a
Increased
MoveSinceTraded
- BZ24/5
  Kanzhun
  +$92.6m+1%n/a
- TOST
  Toast
  +$75.4m+10%n/a
- CPNG24/5
  Coupang
  +$34.0m-36%n/a
- GLBE
  Global E Online
  +$36.6m+33%n/a
Decreased
MoveSinceTraded
- DDOG
  Datadog
  −$270m+135%n/a
- XYZ24/5
  Block
  −$238m+6%n/a
- PDD24/5
  −$118m-45%n/a
- DASH24/5
  DoorDash
  −$285m+67%n/a
- NCNO
  nCino
  −$107m-42%n/a
- GRAB24/5
  −$71.2m+1%n/a
- SNOW24/5
  Snowflake
  −$46.3m+104%n/a
12 positions unchanged
The filing on EDGAR
Feb 14, 2024
13F for Q4 2023
$4,606,324,887+$261,750,188
+14 more
New positions
MoveSinceTraded
- BIRK
  Birkenstock Holding
  +$14.6m-33%n/a
Closed positions
MoveSinceTraded
- ARM24/7
  −$40.1m+139%n/a
- ARCE
  Arco Platform
  −$21.6mn/an/a
Increased
MoveSinceTraded
- OSCR24/5
  Oscar Health
  +$41.9m+83%n/a
- BZ24/5
  Kanzhun
  +$15.4m+1%n/a
- GLBE
  Global E Online
  +$47.6m-4%n/a
Decreased
MoveSinceTraded
- NCNO
  nCino
  −$113m-40%n/a
- CARG
  CarGurus
  −$94.4m+24%n/a
- XYZ24/5
  Block
  −$215m+13%n/a
- CCC
  CCC Intelligent Solutions Hl
  −$13.2m-42%n/a
- CWAN
  Clearwater Analytics Hldgs I
  −$32.5m+26%n/a
- CART
  Maplebear
  −$17.6m+66%n/a
- NU
  −$35.7m+50%n/a
- DASH24/5
  DoorDash
  −$75.7m+61%n/a
- PDD24/5
  −$137m-41%n/a
- PTON
  Peloton Interactive
  −$18.6m+3%n/a
- DDOG
  Datadog
  −$72.7m+104%n/a
13 positions unchanged
The filing on EDGAR
Nov 14, 2023
13F for Q3 2023
$4,344,574,699−$498,439,774
+18 more
New positions
MoveSinceTraded
- CPNG24/5
  Coupang
  +$195m-9%n/a
- BZ24/5
  Kanzhun
  +$178m+1%n/a
- CART
  Maplebear
  +$44.6m+76%n/a
- ARM24/7
  +$40.1m+466%n/a
- ESMT
  Engagesmart
  +$39.4m+1%n/a
- KVYO
  Klaviyo
  +$17.3m-43%n/a
Closed positions
MoveSinceTraded
- UBER24/5
  Uber Technologies
  −$323m+27%n/a
- FTCHQ
  Farfetch
  −$205m-100%n/a
- KVUE
  Kenvue
  −$42.3m+3%n/a
Increased
MoveSinceTraded
- RBLX
  Roblox
  +$193m+18%n/a
- PDD24/5
  +$42.9m-29%n/a
- XYZ24/5
  Block
  +$190m+38%n/a
- GRAB24/5
  +$59.5m+1%n/a
Decreased
MoveSinceTraded
- SNOW24/5
  Snowflake
  −$187m+103%n/a
- CARG
  CarGurus
  −$62.0m+42%n/a
- NU
  −$74.5m+76%n/a
- DDOG
  Datadog
  −$48.9m+155%n/a
- CCC
  CCC Intelligent Solutions Hl
  −$12.3m-43%n/a
- DASH24/5
  DoorDash
  −$24.8m+107%n/a
- GLBE
  Global E Online
  −$58.8m0%n/a
- PCOR
  Procore Technologies
  −$16.2m-3%n/a
11 positions unchanged
The filing on EDGAR
Aug 14, 2023
13F for Q2 2023
$4,843,014,473+$619,465,646
+14 more
New positions
MoveSinceTraded
- PDD24/5
  +$180mn/an/a
- TOST
  Toast
  +$102mn/an/a
- GRAB24/5
  +$49.2mn/an/a
- KVUE
  Kenvue
  +$42.3mn/an/a
Closed positions
MoveSinceTraded
- CVT
  Cvent Holding
  −$105mn/an/a
- SCHW24/5
  Schwab Charles
  −$58.5mn/an/a
- ENFN
  Enfusion
  −$44.3mn/an/a
- XP
  −$9.36mn/an/a
- TCVA
  TCV Acquisition
  −$5.12mn/an/a
- MEKA
  Meli Kaszek Pioneer
  −$4.08mn/an/a
- PFTA
  Portage Fintech Acquisitn
  −$1.86mn/an/a
Increased
MoveSinceTraded
- FTCHQ
  Farfetch
  +$50.0mn/an/a
- DASH24/5
  DoorDash
  +$29.6mn/an/a
Decreased
MoveSinceTraded
- SNOW24/5
  Snowflake
  −$278mn/an/a
- PCOR
  Procore Technologies
  −$51.6mn/an/a
- GLBE
  Global E Online
  −$32.8mn/an/a
- DDOG
  Datadog
  −$52.6mn/an/a
16 positions unchanged
The filing on EDGAR
May 15, 2023
13F for Q1 2023
$4,223,548,827+$994,375,635
+16 more
New positions
MoveSinceTraded
- XYZ24/5
  Block
  +$214mn/an/a
- SCHW24/5
  Schwab Charles
  +$58.5mn/an/a
Closed positions
MoveSinceTraded
- IOT
  Samsara
  −$33.8mn/an/a
- LAW
  CS Disco
  −$11.7mn/an/a
- FND
  Floor & Decor
  −$11.0mn/an/a
Increased
MoveSinceTraded
- GLBE
  Global E Online
  +$23.0mn/an/a
- RBLX
  Roblox
  +$76.8mn/an/a
- GTM
  ZoomInfo Technologies
  +$156mn/an/a
- NCNO
  nCino
  +$19.5mn/an/a
- PCOR
  Procore Technologies
  +$49.7mn/an/a
- DASH24/5
  DoorDash
  +$51.2mn/an/a
- OSCR24/5
  Oscar Health
  +$42.0mn/an/a
- DDOG
  Datadog
  +$43.8mn/an/a
- FTCHQ
  Farfetch
  +$50.0mn/an/a
- SNOW24/5
  Snowflake
  +$74.9mn/an/a
Decreased
MoveSinceTraded
- XP
  −$45.9mn/an/a
- CWAN
  Clearwater Analytics Hldgs I
  −$13.1mn/an/a
- ENFN
  Enfusion
  −$19.0mn/an/a
- PTON
  Peloton Interactive
  −$31.6mn/an/a
14 positions unchanged
The filing on EDGAR
Feb 14, 2023
13F for Q4 2022
$3,229,173,192−$572,812,808
+12 more
New positions
MoveSinceTraded
- XP
  +$71.4mn/an/a
Closed positions
MoveSinceTraded
- DT
  Dynatrace
  −$96.4mn/an/a
- ESMT
  Engagesmart
  −$51.1mn/an/a
- HAAC
  Health Assurn Acquisition
  −$39.9mn/an/a
- SQSP
  Squarespace
  −$3.12mn/an/a
Increased
MoveSinceTraded
- GLBE
  Global E Online
  +$79.3mn/an/a
- GTM
  ZoomInfo Technologies
  +$115mn/an/a
- PTON
  Peloton Interactive
  +$12.2mn/an/a
- FTCHQ
  Farfetch
  +$4.12mn/an/a
- RBLX
  Roblox
  +$12.2mn/an/a
Decreased
MoveSinceTraded
- FND
  Floor & Decor
  −$87.4mn/an/a
- DDOG
  Datadog
  −$36.1mn/an/a
- SNOW24/5
  Snowflake
  −$27.9mn/an/a
- CWAN
  Clearwater Analytics Hldgs I
  −$46.3mn/an/a
- ENFN
  Enfusion
  −$4.47mn/an/a
20 positions unchanged
The filing on EDGAR
Nov 14, 2022
13F for Q3 2022
$3,801,986,000−$105,380,000
+12 more
Closed positions
MoveSinceTraded
- BZ24/5
  Kanzhun
  −$39.4mn/an/a
- GTLB
  Gitlab
  −$13.3mn/an/a
- RIVN24/5
  Rivian Automotive
  −$9.61mn/an/a
- TPG
  −$4.78mn/an/a
Increased
MoveSinceTraded
- GTM
  ZoomInfo Technologies
  +$73.6mn/an/a
- GLBE
  Global E Online
  +$74.5mn/an/a
- DDOG
  Datadog
  +$81.5mn/an/a
- FTCHQ
  Farfetch
  +$13.3mn/an/a
- PTON
  Peloton Interactive
  +$3.86mn/an/a
Decreased
MoveSinceTraded
- CCC
  CCC Intelligent Solutions Hl
  −$102mn/an/a
- DT
  Dynatrace
  −$72.4mn/an/a
- LAW
  CS Disco
  −$30.7mn/an/a
- RBLX
  Roblox
  −$21.6mn/an/a
- IOT
  Samsara
  −$10.9mn/an/a
- ROOT
  −$20.7mn/an/a
24 positions unchanged
The filing on EDGAR
Aug 15, 2022
13F for Q2 2022
$3,907,366,000−$3,931,992,000
+26 more
Closed positions
MoveSinceTraded
- XYZ24/5
  Block
  −$387mn/an/a
- EDR
  Endeavor Group
  −$123mn/an/a
- ABNB24/5
  Airbnb
  −$113mn/an/a
- MSP
  Datto Hldg
  −$99.0mn/an/a
- BMBL
  Bumble
  −$58.0mn/an/a
- GDRX
  GoodRx
  −$25.1mn/an/a
- EVBG
  Everbridge
  −$18.6mn/an/a
- BRZE
  Braze
  −$10.4mn/an/a
- HCP
  Hashicorp
  −$6.48mn/an/a
- GRAB24/5
  −$5.27mn/an/a
- PATH
  UiPath
  −$1.20mn/an/a
Increased
MoveSinceTraded
- GTM
  ZoomInfo Technologies
  +$178mn/an/a
- NCNO
  nCino
  +$84.2mn/an/a
- GLBE
  Global E Online
  +$79.4mn/an/a
- DDOG
  Datadog
  +$19.0mn/an/a
- DASH24/5
  DoorDash
  +$16.6mn/an/a
- PTON
  Peloton Interactive
  +$13.9mn/an/a
- FTCHQ
  Farfetch
  +$16.2mn/an/a
Decreased
MoveSinceTraded
- NU
  −$469mn/an/a
- RIVN24/5
  Rivian Automotive
  −$124mn/an/a
- JAMF
  JAMF Hldg
  −$39.6mn/an/a
- CCC
  CCC Intelligent Solutions Hl
  −$62.1mn/an/a
- CWAN
  Clearwater Analytics Hldgs I
  −$73.3mn/an/a
- DT
  Dynatrace
  −$90.7mn/an/a
- SQSP
  Squarespace
  −$23.8mn/an/a
- IOT
  Samsara
  −$20.2mn/an/a
- PCOR
  Procore Technologies
  −$19.8mn/an/a
- ESMT
  Engagesmart
  −$18.6mn/an/a
- LAW
  CS Disco
  −$5.45mn/an/a
21 positions unchanged
The filing on EDGAR
May 16, 2022
13F for Q1 2022
$7,839,358,000−$873,393,000
+31 more
New positions
MoveSinceTraded
- FTCHQ
  Farfetch
  +$160mn/an/a
- BZ24/5
  Kanzhun
  +$37.3mn/an/a
- EVBG
  Everbridge
  +$18.6mn/an/a
- TPG
  +$6.03mn/an/a
Closed positions
MoveSinceTraded
- TWLO
  Twilio
  −$205mn/an/a
- META24/7
  Meta Platforms
  −$114mn/an/a
- PLTK
  Playtika Holding
  −$35.7mn/an/a
- SANA
  Sana Biotechnology
  −$23.2mn/an/a
- OLO
  −$15.6mn/an/a
- DUOL
  Duolingo
  −$13.3mn/an/a
- ONON
  On Holding
  −$11.3mn/an/a
- HIPO
  Hippo
  −$9.42mn/an/a
- No ticker
  Supernova Partners Acquistn
  −$7.20mn/an/a
- DH
  Definitive Healthcare
  −$6.83mn/an/a
- ALKT
  Alkami Technology
  −$4.01mn/an/a
- UDMY
  Udemy
  −$3.91mn/an/a
- VTEX
  −$3.75mn/an/a
- FRSH
  Freshworks
  −$2.63mn/an/a
- DOMA
  −$2.54mn/an/a
Increased
MoveSinceTraded
- DASH24/5
  DoorDash
  +$212mn/an/a
- GTM
  ZoomInfo Technologies
  +$135mn/an/a
- XYZ24/5
  Block
  +$146mn/an/a
- NCNO
  nCino
  +$123mn/an/a
- LAW
  CS Disco
  +$77.4mn/an/a
- PTON
  Peloton Interactive
  +$101mn/an/a
- ESMT
  Engagesmart
  +$18.2mn/an/a
- SNOW24/5
  Snowflake
  +$116mn/an/a
- IOT
  Samsara
  +$25.3mn/an/a
- GLBE
  Global E Online
  +$34.1mn/an/a
- DDOG
  Datadog
  +$25.5mn/an/a
Decreased
MoveSinceTraded
- PCOR
  Procore Technologies
  −$103mn/an/a
- HOOD24/5
  Robinhood Markets
  −$49.6mn/an/a
- PATH
  UiPath
  −$15.0mn/an/a
- OSCR24/5
  Oscar Health
  −$11.9mn/an/a
33 positions unchanged
The filing on EDGAR
Feb 15, 2022
13F for Q4 2021
$8,712,751,000+$1,117,831,000
+37 more
New positions
MoveSinceTraded
- NU
  +$1.45bnn/an/a
- RIVN24/5
  Rivian Automotive
  +$540mn/an/a
- ENFN
  Enfusion
  +$134mn/an/a
- IOT
  Samsara
  +$108mn/an/a
- ARCE
  Arco Platform
  +$28.4mn/an/a
- GTLB
  Gitlab
  +$21.8mn/an/a
- GRAB24/5
  +$21.5mn/an/a
- BRZE
  Braze
  +$19.3mn/an/a
- NXDR
  Nextdoor
  +$15.8mn/an/a
- ONON
  On Holding
  +$11.3mn/an/a
- HCP
  Hashicorp
  +$10.9mn/an/a
- No ticker
  Supernova Partners Acquistn
  +$7.20mn/an/a
- UDMY
  Udemy
  +$3.91mn/an/a
Closed positions
MoveSinceTraded
- FUBO
  FuboTV
  −$103mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$89.8mn/an/a
- No ticker
  Ccc Intelligent Solutions Hl
  −$48.3mn/an/a
- XM
  Qualtrics Intl
  −$34.2mn/an/a
- MNDY
  monday.com
  −$32.6mn/an/a
- MTTR
  Matterport
  −$29.6mn/an/a
- API
  Agora
  −$29.0mn/an/a
- TUYA
  −$25.9mn/an/a
- JD24/5
  JD.com
  −$21.7mn/an/a
- No ticker
  Agilon Health
  −$21.0mn/an/a
- FUTU24/5
  −$20.5mn/an/a
- OSH
  Oak Str Health
  −$14.9mn/an/a
- LYEL
  Lyell Immunopharma
  −$14.8mn/an/a
- POSH
  Poshmark
  −$13.1mn/an/a
- No ticker
  Marqeta
  −$11.1mn/an/a
- LFST
  LifeStance Health Group
  −$7.13mn/an/a
- No ticker
  Supernova Partners Acquisiti
  −$6.84mn/an/a
- BLND
  Blend Labs
  −$6.74mn/an/a
- AGC
  Altimeter Growth
  −$5.21mn/an/a
- COMP
  Compass
  −$4.96mn/an/a
- HNST
  Honest
  −$3.99mn/an/a
Increased
MoveSinceTraded
- CWAN
  Clearwater Analytics Hldgs I
  +$203mn/an/a
- PTON
  Peloton Interactive
  +$51.1mn/an/a
- CVT
  Cvent Holding
  +$96.4mn/an/a
- LAW
  CS Disco
  +$90.0mn/an/a
- NCNO
  nCino
  +$72.7mn/an/a
- ESMT
  Engagesmart
  +$16.2mn/an/a
and 6 smaller changes
39 positions unchanged
The filing on EDGAR
Nov 15, 2021
13F for Q3 2021
$7,594,920,000−$166,838,000
+35 more
New positions
MoveSinceTraded
- CCC
  CCC Intelligent Solutions Hl
  +$333mn/an/a
- HOOD24/5
  Robinhood Markets
  +$326mn/an/a
- CWAN
  Clearwater Analytics Hldgs I
  +$76.8mn/an/a
- ESMT
  Engagesmart
  +$71.5mn/an/a
- No ticker
  Ccc Intelligent Solutions Hl
  +$48.3mn/an/a
- LAW
  CS Disco
  +$43.6mn/an/a
- MTTR
  Matterport
  +$29.6mn/an/a
- JD24/5
  JD.com
  +$21.7mn/an/a
- DUOL
  Duolingo
  +$20.8mn/an/a
- FUTU24/5
  +$20.5mn/an/a
- HIPO
  Hippo
  +$15.6mn/an/a
- DH
  Definitive Healthcare
  +$10.7mn/an/a
- CVT
  Dragoneer Growth Oppty
  +$7.48mn/an/a
- VTEX
  +$7.20mn/an/a
- BLND
  Blend Labs
  +$6.74mn/an/a
- MEKA
  Meli Kaszek Pioneer
  +$4.42mn/an/a
- FRSH
  Freshworks
  +$4.27mn/an/a
- DOMA
  +$3.70mn/an/a
- PFTA
  Portage Fintech Acquisitn
  +$1.76mn/an/a
Closed positions
MoveSinceTraded
- DCT
  Duck Creek Technologies
  −$149mn/an/a
- IS
  Ironsource
  −$63.5mn/an/a
- DLO
  dLocal
  −$52.5mn/an/a
- BZ24/5
  Kanzhun
  −$51.5mn/an/a
- SMAR
  Smartsheet
  −$44.2mn/an/a
- PAYO
  Payoneer Global
  −$20.7mn/an/a
- DOCS
  Doximity
  −$20.4mn/an/a
- ACVA
  ACV Auctions
  −$19.2mn/an/a
- XMTR
  Xometry
  −$17.5mn/an/a
- AFRM
  Affirm
  −$5.05mn/an/a
Increased
MoveSinceTraded
- JAMF
  JAMF Hldg
  +$411mn/an/a
Decreased
MoveSinceTraded
- PATH
  UiPath
  −$251mn/an/a
- PCOR
  Procore Technologies
  −$189mn/an/a
- DASH24/5
  DoorDash
  −$221mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$28.9mn/an/a
- API
  Agora
  −$29.0mn/an/a
- SNOW24/5
  Snowflake
  −$249mn/an/a
- DT
  Dynatrace
  −$145mn/an/a
- LFST
  LifeStance Health Group
  −$11.0mn/an/a
44 positions unchanged
The filing on EDGAR
Aug 16, 2021
13F for Q2 2021
$7,761,758,000+$773,988,000
+36 more
New positions
MoveSinceTraded
- PCOR
  Procore Technologies
  +$496mn/an/a
- PATH
  UiPath
  +$375mn/an/a
- EDR
  Endeavor Group
  +$115mn/an/a
- SQSP
  Squarespace
  +$76.3mn/an/a
- GLBE
  Global E Online
  +$70.5mn/an/a
- IS
  Ironsource
  +$63.5mn/an/a
- DLO
  dLocal
  +$52.5mn/an/a
- BZ24/5
  Kanzhun
  +$51.5mn/an/a
- HAAC
  Health Assurn Acquisition
  +$40.0mn/an/a
- LFST
  LifeStance Health Group
  +$34.8mn/an/a
- No ticker
  Agilon Health
  +$32.5mn/an/a
- MNDY
  monday.com
  +$22.4mn/an/a
- PAYO
  Payoneer Global
  +$20.7mn/an/a
- DOCS
  Doximity
  +$20.4mn/an/a
- XMTR
  Xometry
  +$17.5mn/an/a
- LYEL
  Lyell Immunopharma
  +$16.2mn/an/a
- No ticker
  Marqeta
  +$14.0mn/an/a
- ALKT
  Alkami Technology
  +$7.13mn/an/a
- No ticker
  Supernova Partners Acquisiti
  +$6.80mn/an/a
- HNST
  Honest
  +$6.24mn/an/a
- AGC
  Altimeter Growth
  +$5.97mn/an/a
- ME
  23andme Holding
  +$5.84mn/an/a
- TCVA
  TCV Acquisition
  +$4.96mn/an/a
- COMP
  Compass
  +$4.92mn/an/a
- HAACW
  Health Assurn Acquisition
  +$1.80mn/an/a
Closed positions
MoveSinceTraded
- U
  Unity Software
  −$100mn/an/a
- BEKE
  KE
  −$71.2mn/an/a
- TBA
  Thoma Bravo Advantage
  −$62.7mn/an/a
- XPEV
  Xpeng
  −$43.8mn/an/a
- HAACU
  Health Assurn Acquisition
  −$43.0mn/an/a
- AGCUU
  Altimeter Growth
  −$31.2mn/an/a
- ONTF
  On24
  −$24.3mn/an/a
- CDAY
  Ceridian Hcm Hldg
  −$22.5mn/an/a
- No ticker
  Contextlogic
  −$20.9mn/an/a
- COUR
  Coursera
  −$15.8mn/an/a
- No ticker
  Supernova Partners Acquisiti
  −$7.03mn/an/a
- PINS24/5
  Pinterest
  −$1.85mn/an/a
Increased
MoveSinceTraded
- PTON
  Peloton Interactive
  +$259mn/an/a
- JAMF
  JAMF Hldg
  +$129mn/an/a
Decreased
MoveSinceTraded
- ABNB24/5
  Airbnb
  −$393mn/an/a
and 8 smaller changes
27 positions unchanged
The filing on EDGAR
May 17, 2021
13F for Q1 2021
$6,987,770,000+$305,633,000
+23 more
New positions
MoveSinceTraded
- RBLX
  Roblox
  +$130mn/an/a
- BMBL
  Bumble
  +$125mn/an/a
- PLTK
  Playtika Holding
  +$112mn/an/a
- OSCR24/5
  Oscar Health
  +$68.4mn/an/a
- TBA
  Thoma Bravo Advantage
  +$62.7mn/an/a
- TUYA
  +$60.2mn/an/a
- SANA
  Sana Biotechnology
  +$50.2mn/an/a
- XM
  Qualtrics Intl
  +$26.3mn/an/a
- ACVA
  ACV Auctions
  +$26.0mn/an/a
- ONTF
  On24
  +$24.3mn/an/a
- POSH
  Poshmark
  +$22.3mn/an/a
- OLO
  +$19.8mn/an/a
- COUR
  Coursera
  +$15.8mn/an/a
- No ticker
  Supernova Partners Acquisiti
  +$7.03mn/an/a
- AFRM
  Affirm
  +$5.30mn/an/a
Closed positions
MoveSinceTraded
- FROG
  JFrog
  −$4.40mn/an/a
- TME
  Tencent Music Entertainment Group
  −$2.83mn/an/a
- STG
  Sunlands Technology Group
  −$2.65mn/an/a
- CRWD24/5
  CrowdStrike
  −$2.12mn/an/a
- BILL
  −$1.61mn/an/a
- LMND
  Lemonade
  −$1.23mn/an/a
Increased
MoveSinceTraded
- PTON
  Peloton Interactive
  +$144mn/an/a
- CARG
  CarGurus
  +$17.1mn/an/a
Decreased
MoveSinceTraded
- SNOW24/5
  Snowflake
  −$138mn/an/a
- DASH24/5
  DoorDash
  −$87.6mn/an/a
- UBER24/5
  Uber Technologies
  −$148mn/an/a
28 positions unchanged
The filing on EDGAR
Feb 16, 2021
13F for Q4 2020
$6,682,137,000+$2,230,621,000
+14 more
New positions
MoveSinceTraded
- DASH24/5
  DoorDash
  +$623mn/an/a
- ABNB24/5
  Airbnb
  +$473mn/an/a
- ROOT
  +$145mn/an/a
- SMAR
  Smartsheet
  +$142mn/an/a
- FUBO
  FuboTV
  +$120mn/an/a
- MSP
  Datto Hldg
  +$100mn/an/a
- HAACU
  Health Assurn Acquisition
  +$44.1mn/an/a
- AGCUU
  Altimeter Growth
  +$33.1mn/an/a
- No ticker
  Contextlogic
  +$24.1mn/an/a
Closed positions
MoveSinceTraded
- NOW24/5
  ServiceNow
  −$69.0mn/an/a
- GSKY
  Greensky
  −$63.2mn/an/a
Increased
MoveSinceTraded
- BABA24/5
  Alibaba Group Holding
  +$45.5mn/an/a
- DT
  Dynatrace
  +$57.3mn/an/a
- CARG
  CarGurus
  +$71.6mn/an/a
- JAMF
  JAMF Hldg
  +$78.9mn/an/a
Decreased
MoveSinceTraded
- UBER24/5
  Uber Technologies
  −$200mn/an/a
- CDAY
  Ceridian Hcm Hldg
  −$67.5mn/an/a
25 positions unchanged
The filing on EDGAR
Nov 16, 2020
13F for Q3 2020
$4,451,516,000+$1,432,717,000
+21 more
New positions
MoveSinceTraded
- SNOW24/5
  Snowflake
  +$975mn/an/a
- DCT
  Duck Creek Technologies
  +$202mn/an/a
- JAMF
  JAMF Hldg
  +$106mn/an/a
- U
  Unity Software
  +$87.3mn/an/a
- BEKE
  KE
  +$76.6mn/an/a
- GDRX
  GoodRx
  +$72.3mn/an/a
- XPEV
  Xpeng
  +$24.1mn/an/a
- NCNO
  nCino
  +$21.9mn/an/a
- OSH
  Oak Str Health
  +$18.7mn/an/a
- FROG
  JFrog
  +$5.93mn/an/a
- PTON
  Peloton Interactive
  +$2.56mn/an/a
- LMND
  Lemonade
  +$497kn/an/a
Closed positions
MoveSinceTraded
- LVGO
  Livongo Health
  −$178mn/an/a
- WUBA
  58
  −$61.3mn/an/a
- ARCE
  Arco Platform
  −$9.12mn/an/a
Increased
MoveSinceTraded
- DT
  Dynatrace
  +$28.8mn/an/a
- GTM
  ZoomInfo Technologies
  +$10.7mn/an/a
- CARG
  CarGurus
  +$13.4mn/an/a
Decreased
MoveSinceTraded
- UBER24/5
  Uber Technologies
  −$74.1mn/an/a
- TWLO
  Twilio
  −$102mn/an/a
- DDOG
  Datadog
  −$46.0mn/an/a
- NOW24/5
  ServiceNow
  −$78.8mn/an/a
- META24/7
  Meta Platforms
  −$24.6mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$27.3mn/an/a
12 positions unchanged
The filing on EDGAR
Aug 14, 2020
13F for Q2 2020
$3,018,799,000+$779,431,000
+21 more
New positions
MoveSinceTraded
- GTM
  ZoomInfo Technologies
  +$159mn/an/a
- FND
  Floor & Decor
  +$90.5mn/an/a
- API
  Agora
  +$88.2mn/an/a
- ARCE
  Arco Platform
  +$9.12mn/an/a
- CRWD24/5
  CrowdStrike
  +$1.00mn/an/a
Closed positions
MoveSinceTraded
- PTON
  Peloton Interactive
  −$33.3mn/an/a
- PLAN
  Anaplan
  −$20.4mn/an/a
- MDLA
  Medallia
  −$10.0mn/an/a
- FTCHQ
  Farfetch
  −$3.16mn/an/a
- NFLX24/5
  Netflix
  −$1.92mn/an/a
- SVMK
  −$400kn/an/a
Increased
MoveSinceTraded
- XYZ24/5
  Block
  +$13.3mn/an/a
- CARG
  CarGurus
  +$52.0mn/an/a
Decreased
MoveSinceTraded
- UBER24/5
  Uber Technologies
  −$44.3mn/an/a
- TWLO
  Twilio
  −$472mn/an/a
- DDOG
  Datadog
  −$130mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$36.3mn/an/a
- META24/7
  Meta Platforms
  −$32.0mn/an/a
- WUBA
  58
  −$12.7mn/an/a
- XP
  −$19.8mn/an/a
- DT
  Dynatrace
  −$81.2mn/an/a
- NOW24/5
  ServiceNow
  −$10.5mn/an/a
- LVGO
  Livongo Health
  −$166mn/an/a
- CDAY
  Ceridian Hcm Hldg
  −$10.7mn/an/a
5 positions unchanged
The filing on EDGAR
May 15, 2020
13F for Q1 2020
$2,239,368,000−$170,476,000
+14 more
New positions
MoveSinceTraded
- XYZ24/5
  Block
  +$86.5mn/an/a
- CARG
  CarGurus
  +$69.0mn/an/a
- PLAN
  Anaplan
  +$20.4mn/an/a
- PINS24/5
  Pinterest
  +$772kn/an/a
- SVMK
  +$400kn/an/a
Closed positions
MoveSinceTraded
- UPWK
  Upwork
  −$17.1mn/an/a
- ZM
  Zoom Communications
  −$6.80mn/an/a
Increased
MoveSinceTraded
- META24/7
  Meta Platforms
  +$47.4mn/an/a
- TWLO
  Twilio
  +$29.4mn/an/a
- DT
  Dynatrace
  +$18.7mn/an/a
- PTON
  Peloton Interactive
  +$18.5mn/an/a
Decreased
MoveSinceTraded
- CDAY
  Ceridian Hcm Hldg
  −$55.2mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$40.5mn/an/a
- XP
  −$14.1mn/an/a
- BILL
  −$14.7mn/an/a
- DDOG
  Datadog
  −$17.3mn/an/a
- NOW24/5
  ServiceNow
  −$18.7mn/an/a
9 positions unchanged
The filing on EDGAR
Feb 14, 2020
13F for Q4 2019
$2,409,844,000+$46,842,000
+13 more
New positions
MoveSinceTraded
- XP
  +$46.6mn/an/a
- BILL
  +$17.2mn/an/a
- ZM
  Zoom Communications
  +$6.80mn/an/a
Closed positions
MoveSinceTraded
- NBIS24/5
  Nebius Group
  −$90.8mn/an/a
- SPOT24/5
  Spotify Technology
  −$48.8mn/an/a
- ESTC
  Elastic
  −$12.4mn/an/a
- EB
  Eventbrite
  −$2.75mn/an/a
- STNE
  StoneCo
  −$1.74mn/an/a
Increased
MoveSinceTraded
- DT
  Dynatrace
  +$22.9mn/an/a
- TWLO
  Twilio
  +$18.4mn/an/a
Decreased
MoveSinceTraded
- UPWK
  Upwork
  −$15.1mn/an/a
- PTON
  Peloton Interactive
  −$18.1mn/an/a
- META24/7
  Meta Platforms
  −$19.3mn/an/a
- TME
  Tencent Music Entertainment Group
  −$5.45mn/an/a
- CDAY
  Ceridian Hcm Hldg
  −$46.8mn/an/a
- DDOG
  Datadog
  −$24.3mn/an/a
10 positions unchanged
The filing on EDGAR
Nov 14, 2019
13F for Q3 2019
$2,363,002,000−$147,446,000
+15 more
New positions
MoveSinceTraded
- DDOG
  Datadog
  +$256mn/an/a
- DT
  Dynatrace
  +$128mn/an/a
- LVGO
  Livongo Health
  +$84.1mn/an/a
- PTON
  Peloton Interactive
  +$29.9mn/an/a
- MDLA
  Medallia
  +$13.7mn/an/a
Closed positions
MoveSinceTraded
- WORK
  Slack Technologies
  −$37.5mn/an/a
- CRWD24/5
  CrowdStrike
  −$23.9mn/an/a
Increased
MoveSinceTraded
- GSKY
  Greensky
  +$7.28mn/an/a
- NBIS24/5
  Nebius Group
  +$38.8mn/an/a
- NOW24/5
  ServiceNow
  +$20.6mn/an/a
- CDAY
  Ceridian Hcm Hldg
  +$7.73mn/an/a
Decreased
MoveSinceTraded
- TWLO
  Twilio
  −$24.5mn/an/a
- SPOT24/5
  Spotify Technology
  −$22.8mn/an/a
- WUBA
  58
  −$10.9mn/an/a
- NFLX24/5
  Netflix
  −$16.7mn/an/a
- META24/7
  Meta Platforms
  −$11.4mn/an/a
- TME
  Tencent Music Entertainment Group
  −$2.95mn/an/a
- ESTC
  Elastic
  −$4.12mn/an/a
7 positions unchanged
The filing on EDGAR
Aug 14, 2019
13F for Q2 2019
$2,510,448,000+$857,327,000
+20 more
New positions
MoveSinceTraded
- UBER24/5
  Uber Technologies
  +$986mn/an/a
- NBIS24/5
  Nebius Group
  +$56.5mn/an/a
- WORK
  Slack Technologies
  +$37.5mn/an/a
- CRWD24/5
  CrowdStrike
  +$23.9mn/an/a
Closed positions
MoveSinceTraded
- MELI24/5
  MercadoLibre
  −$45.4mn/an/a
- LYFT
  −$39.1mn/an/a
- SVMK
  −$8.38mn/an/a
- JD24/5
  JD.com
  −$5.87mn/an/a
- RDFN
  Redfin
  −$2.48mn/an/a
- PLAN
  Anaplan
  −$1.97mn/an/a
- HUCK
  Huckleberry.ai
  −$1.95mn/an/a
- TENB
  Tenable
  −$637kn/an/a
Increased
MoveSinceTraded
- WUBA
  58
  +$20.4mn/an/a
- UPWK
  Upwork
  +$22.9mn/an/a
- GSKY
  Greensky
  +$64.7mn/an/a
Decreased
MoveSinceTraded
- TWLO
  Twilio
  −$31.4mn/an/a
- TME
  Tencent Music Entertainment Group
  −$99.6mn/an/a
- NOW24/5
  ServiceNow
  −$17.3mn/an/a
- META24/7
  Meta Platforms
  −$6.33mn/an/a
- FTCHQ
  Farfetch
  −$6.63mn/an/a
- STNE
  StoneCo
  −$8.87mn/an/a
- NFLX24/5
  Netflix
  −$5.22mn/an/a
- FUTU24/5
  −$4.13mn/an/a
6 positions unchanged
The filing on EDGAR
May 15, 2019
13F for Q1 2019
$1,653,121,000+$369,917,000
+12 more
New positions
MoveSinceTraded
- LYFT
  +$39.1mn/an/a
- SVMK
  +$8.38mn/an/a
- FUTU24/5
  +$7.41mn/an/a
- TENB
  Tenable
  +$637kn/an/a
Closed positions
MoveSinceTraded
- SEND
  Sendgrid
  −$91.1mn/an/a
- SHOP24/5
  Shopify
  −$40.4mn/an/a
- SMAR
  Smartsheet
  −$1.71mn/an/a
- TTD
  Trade Desk
  −$655kn/an/a
Increased
MoveSinceTraded
- TWLO
  Twilio
  +$87.6mn/an/a
- GSKY
  Greensky
  +$16.5mn/an/a
- UPWK
  Upwork
  +$1.67mn/an/a
Decreased
MoveSinceTraded
- CDAY
  Ceridian Hcm Hldg
  −$57.8mn/an/a
- FTCHQ
  Farfetch
  −$7.56mn/an/a
- RDFN
  Redfin
  −$3.39mn/an/a
- STNE
  StoneCo
  −$6.17mn/an/a
14 positions unchanged
The filing on EDGAR
Feb 14, 2019
13F for Q4 2018
$1,283,204,000+$57,648,000
+18 more
New positions
MoveSinceTraded
- TME
  Tencent Music Entertainment Group
  +$103mn/an/a
- SHOP24/5
  Shopify
  +$40.4mn/an/a
- UPWK
  Upwork
  +$27.4mn/an/a
- ESTC
  Elastic
  +$21.4mn/an/a
- STNE
  StoneCo
  +$9.22mn/an/a
- PLAN
  Anaplan
  +$1.33mn/an/a
- TTD
  Trade Desk
  +$655kn/an/a
Closed positions
MoveSinceTraded
- TENB
  Tenable
  −$11.7mn/an/a
- APPF
  Appfolio
  −$10.5mn/an/a
- DBX
  Dropbox
  −$1.83mn/an/a
Increased
MoveSinceTraded
- GSKY
  Greensky
  +$69.8mn/an/a
- TWLO
  Twilio
  +$39.9mn/an/a
- SEND
  Sendgrid
  +$28.3mn/an/a
- BABA24/5
  Alibaba Group Holding
  +$56.7mn/an/a
- WUBA
  58
  +$17.3mn/an/a
Decreased
MoveSinceTraded
- SPOT24/5
  Spotify Technology
  −$28.7mn/an/a
- RDFN
  Redfin
  −$43.0mn/an/a
- FTCHQ
  Farfetch
  −$17.7mn/an/a
- META24/7
  Meta Platforms
  −$12.6mn/an/a
- SMAR
  Smartsheet
  −$7.09mn/an/a
- JD24/5
  JD.com
  −$1.40mn/an/a
7 positions unchanged
The filing on EDGAR
Nov 14, 2018
13F for Q3 2018
$1,225,556,000+$84,584,000
+16 more
New positions
MoveSinceTraded
- FTCHQ
  Farfetch
  +$54.5mn/an/a
- TENB
  Tenable
  +$11.7mn/an/a
- EB
  Eventbrite
  +$7.59mn/an/a
Closed positions
MoveSinceTraded
- MMYT
  MakeMyTrip
  −$23.1mn/an/a
- CWH
  Camping World
  −$16.6mn/an/a
- AYA
  Aya Gold & Silver
  −$8.17mn/an/a
- SNAP24/5
  −$982kn/an/a
Increased
MoveSinceTraded
- BABA24/5
  Alibaba Group Holding
  +$71.6mn/an/a
- WUBA
  58
  +$13.0mn/an/a
- RDFN
  Redfin
  +$22.5mn/an/a
Decreased
MoveSinceTraded
- JD24/5
  JD.com
  −$40.7mn/an/a
- TWLO
  Twilio
  −$43.7mn/an/a
- APPF
  Appfolio
  −$22.7mn/an/a
- CDAY
  Ceridian Hcm Hldg
  −$19.4mn/an/a
- GSKY
  Greensky
  −$3.65mn/an/a
- DBX
  Dropbox
  −$4.66mn/an/a
- MELI24/5
  MercadoLibre
  −$8.00mn/an/a
- SMAR
  Smartsheet
  −$7.82mn/an/a
- HUCK
  Huckleberry.ai
  −$3.22mn/an/a
6 positions unchanged
The filing on EDGAR
Aug 14, 2018
13F for Q2 2018
$1,140,972,000+$435,121,000
+17 more
New positions
MoveSinceTraded
- SPOT24/5
  Spotify Technology
  +$200mn/an/a
- CDAY
  Ceridian Hcm Hldg
  +$145mn/an/a
- CWH
  Camping World
  +$16.6mn/an/a
- SMAR
  Smartsheet
  +$15.7mn/an/a
- GSKY
  Greensky
  +$13.7mn/an/a
- AYA
  Aya Gold & Silver
  +$8.17mn/an/a
- HUCK
  Huckleberry.ai
  +$5.42mn/an/a
Closed positions
MoveSinceTraded
- CNNE
  Cannae
  −$47.6mn/an/a
- BL
  Blackline
  −$11.1mn/an/a
- PAGS
  PagSeguro Digital
  −$9.58mn/an/a
- ETSY
  −$7.55mn/an/a
Increased
MoveSinceTraded
- META24/7
  Meta Platforms
  +$14.1mn/an/a
- JD24/5
  JD.com
  +$18.9mn/an/a
- MELI24/5
  MercadoLibre
  +$18.8mn/an/a
- STG
  Sunlands Technology Group
  +$6.42mn/an/a
- SEND
  Sendgrid
  +$17.5mn/an/a
Decreased
MoveSinceTraded
- DBX
  Dropbox
  −$16.5mn/an/a
- TWLO
  Twilio
  −$12.3mn/an/a
- NFLX24/5
  Netflix
  −$9.98mn/an/a
- APPF
  Appfolio
  −$8.70mn/an/a
6 positions unchanged
The filing on EDGAR
May 14, 2018
13F for Q1 2018
$705,851,000+$95,354,000
+19 more
New positions
MoveSinceTraded
- CNNE
  Cannae
  +$47.6mn/an/a
- DBX
  Dropbox
  +$23.4mn/an/a
- STG
  Sunlands Technology Group
  +$19.9mn/an/a
- MELI24/5
  MercadoLibre
  +$17.8mn/an/a
- PAGS
  PagSeguro Digital
  +$9.58mn/an/a
- SNAP24/5
  +$1.19mn/an/a
Closed positions
MoveSinceTraded
- MULE
  Mulesoft
  −$48.2mn/an/a
- SAIL
  SailPoint
  −$18.1mn/an/a
- No ticker
  Rise Ed Cayman
  −$7.76mn/an/a
- PPDF
  Ppdai Group
  −$6.15mn/an/a
- LX
  LexinFintech
  −$3.48mn/an/a
- JT
  Jianpu Technology
  −$1.30mn/an/a
- ELLI
  Ellie Mae
  −$1.25mn/an/a
Increased
MoveSinceTraded
- TWLO
  Twilio
  +$24.2mn/an/a
- META24/7
  Meta Platforms
  +$35.6mn/an/a
- RDFN
  Redfin
  +$25.2mn/an/a
Decreased
MoveSinceTraded
- ETSY
  −$48.6mn/an/a
- BL
  Blackline
  −$24.2mn/an/a
- JD24/5
  JD.com
  −$10.7mn/an/a
- WUBA
  58
  −$4.99mn/an/a
- NOW24/5
  ServiceNow
  −$13.7mn/an/a
- SEND
  Sendgrid
  −$5.30mn/an/a
4 positions unchanged
The filing on EDGAR
Feb 14, 2018
13F for Q4 2017
$610,497,000+$1,111,000
+17 more
New positions
MoveSinceTraded
- SEND
  Sendgrid
  +$25.3mn/an/a
- SAIL
  SailPoint
  +$18.1mn/an/a
- No ticker
  Rise Ed Cayman
  +$7.76mn/an/a
- PPDF
  Ppdai Group
  +$6.15mn/an/a
- LX
  LexinFintech
  +$3.48mn/an/a
- JT
  Jianpu Technology
  +$1.30mn/an/a
Closed positions
MoveSinceTraded
- EVBG
  Everbridge
  −$35.7mn/an/a
- XYZ24/5
  Block
  −$24.9mn/an/a
- SNAP24/5
  −$18.4mn/an/a
- No ticker
  Ryb Ed
  −$12.3mn/an/a
- ROKU
  −$9.55mn/an/a
- PRO
  Pros
  −$2.73mn/an/a
Increased
MoveSinceTraded
- MULE
  Mulesoft
  +$41.8mn/an/a
- TWLO
  Twilio
  +$35.8mn/an/a
- NFLX24/5
  Netflix
  +$2.10mn/an/a
- MMYT
  MakeMyTrip
  +$2.39mn/an/a
Decreased
MoveSinceTraded
- APPF
  Appfolio
  −$22.2mn/an/a
- BL
  Blackline
  −$17.1mn/an/a
- WUBA
  58
  −$16.5mn/an/a
- ETSY
  −$10.6mn/an/a
6 positions unchanged
The filing on EDGAR
Nov 14, 2017
13F for Q3 2017
$609,386,000+$28,040,000
+17 more
New positions
MoveSinceTraded
- RDFN
  Redfin
  +$24.2mn/an/a
- TWLO
  Twilio
  +$21.0mn/an/a
- No ticker
  Ryb Ed
  +$12.3mn/an/a
- ROKU
  +$9.55mn/an/a
Closed positions
MoveSinceTraded
- LBRDK
  Liberty Broadband
  −$14.2mn/an/a
- BEDU
  Bright Scholar Ed
  −$4.53mn/an/a
- FND
  Floor & Decor
  −$1.96mn/an/a
- TTD
  Trade Desk
  −$1.50mn/an/a
- COUP
  Coupa Software
  −$869kn/an/a
- ALRM
  Alarm.com
  −$753kn/an/a
- OKTA
  −$456kn/an/a
Increased
MoveSinceTraded
- BL
  Blackline
  +$9.95mn/an/a
- MMYT
  MakeMyTrip
  +$2.45mn/an/a
Decreased
MoveSinceTraded
- ETSY
  −$29.8mn/an/a
- XYZ24/5
  Block
  −$22.5mn/an/a
- WUBA
  58
  −$8.09mn/an/a
- APPF
  Appfolio
  −$38.0mn/an/a
- SNAP24/5
  −$3.41mn/an/a
- JD24/5
  JD.com
  −$3.70mn/an/a
- MULE
  Mulesoft
  −$3.07mn/an/a
7 positions unchanged
The filing on EDGAR
Aug 14, 2017
13F for Q2 2017
$581,346,000+$20,036,000
+13 more
New positions
MoveSinceTraded
- BEDU
  Bright Scholar Ed
  +$4.53mn/an/a
- FND
  Floor & Decor
  +$1.96mn/an/a
- OKTA
  +$456kn/an/a
Closed positions
MoveSinceTraded
- LPLA
  LPL Financial
  −$22.5mn/an/a
Increased
MoveSinceTraded
- ETSY
  +$30.0mn/an/a
- NOW24/5
  ServiceNow
  +$21.3mn/an/a
- PRO
  Pros
  +$1.01mn/an/a
- MMYT
  MakeMyTrip
  +$1.59mn/an/a
Decreased
MoveSinceTraded
- SNAP24/5
  −$29.4mn/an/a
- TTD
  Trade Desk
  −$8.52mn/an/a
- EVBG
  Everbridge
  −$11.4mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$3.53mn/an/a
- NFLX24/5
  Netflix
  −$2.99mn/an/a
- BL
  Blackline
  −$3.72mn/an/a
- COUP
  Coupa Software
  −$2.44mn/an/a
- APPF
  Appfolio
  −$7.51mn/an/a
8 positions unchanged
The filing on EDGAR
May 15, 2017
13F for Q1 2017
$561,310,000+$138,330,000
+13 more
New positions
MoveSinceTraded
- SNAP24/5
  +$71.0mn/an/a
- ETSY
  +$24.3mn/an/a
- MULE
  Mulesoft
  +$15.5mn/an/a
- PRO
  Pros
  +$1.75mn/an/a
Closed positions
MoveSinceTraded
- No ticker
  Atlassian
  −$7.27mn/an/a
- HOME
  At HOME Group
  −$4.37mn/an/a
- ELF
  e.l.f. Beauty
  −$4.34mn/an/a
- No ticker
  Trivago N V
  −$2.94mn/an/a
Increased
MoveSinceTraded
- META24/7
  Meta Platforms
  +$24.7mn/an/a
- MMYT
  MakeMyTrip
  +$3.46mn/an/a
Decreased
MoveSinceTraded
- ALRM
  Alarm.com
  −$15.7mn/an/a
- EVBG
  Everbridge
  −$6.06mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$7.62mn/an/a
- LPLA
  LPL Financial
  −$5.12mn/an/a
- NOW24/5
  ServiceNow
  −$3.06mn/an/a
- TTD
  Trade Desk
  −$2.28mn/an/a
9 positions unchanged
The filing on EDGAR
Feb 14, 2017
13F for Q4 2016
$422,980,000−$19,988,000
+17 more
New positions
MoveSinceTraded
- BL
  Blackline
  +$33.5mn/an/a
- TTD
  Trade Desk
  +$7.23mn/an/a
- MMYT
  MakeMyTrip
  +$7.21mn/an/a
- COUP
  Coupa Software
  +$4.38mn/an/a
- No ticker
  Trivago N V
  +$2.94mn/an/a
- ELLI
  Ellie Mae
  +$920kn/an/a
Closed positions
MoveSinceTraded
- CTRP
  Ctrip Com International
  −$18.8mn/an/a
- MB
  Masterbeef Group
  −$1.48mn/an/a
Increased
MoveSinceTraded
- XYZ24/5
  Block
  +$4.80mn/an/a
- META24/7
  Meta Platforms
  +$11.3mn/an/a
- EVBG
  Everbridge
  +$2.56mn/an/a
- No ticker
  Atlassian
  +$4.42mn/an/a
Decreased
MoveSinceTraded
- LPLA
  LPL Financial
  −$38.6mn/an/a
- WUBA
  58
  −$2.22mn/an/a
- NFLX24/5
  Netflix
  −$19.1mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$4.40mn/an/a
- ELF
  e.l.f. Beauty
  −$4.49mn/an/a
- HOME
  At HOME Group
  −$2.94mn/an/a
- ALRM
  Alarm.com
  −$2.49mn/an/a
- LBRDK
  Liberty Broadband
  −$3.41mn/an/a
3 positions unchanged
The filing on EDGAR
Nov 14, 2016
13F for Q3 2016
$442,968,000+$48,090,000
+15 more
New positions
MoveSinceTraded
- EVBG
  Everbridge
  +$33.3mn/an/a
- LBRDK
  Liberty Global
  +$15.0mn/an/a
- ELF
  e.l.f. Beauty
  +$8.58mn/an/a
- HOME
  At HOME Group
  +$7.58mn/an/a
- MB
  Masterbeef Group
  +$1.48mn/an/a
Closed positions
MoveSinceTraded
- COTV
  Cotiviti
  −$18.0mn/an/a
- LBRDA
  Liberty Broadband
  −$5.67mn/an/a
- No ticker
  Liberty Interactive
  −$4.53mn/an/a
- GDDY
  GoDaddy
  −$3.98mn/an/a
- SCOR
  Comscore
  −$3.66mn/an/a
Increased
MoveSinceTraded
- WUBA
  58
  +$4.75mn/an/a
Decreased
MoveSinceTraded
- No ticker
  Atlassian
  −$22.6mn/an/a
- NOW24/5
  ServiceNow
  −$11.8mn/an/a
- NFLX24/5
  Netflix
  −$6.44mn/an/a
- CTRP
  Ctrip Com International
  −$5.40mn/an/a
- ALRM
  Alarm.com
  −$2.31mn/an/a
- XYZ24/5
  Block
  −$4.11mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$5.85mn/an/a
4 positions unchanged
The filing on EDGAR
Aug 15, 2016
13F for Q2 2016
$394,878,000+$77,148,000
+13 more
New positions
MoveSinceTraded
- NFLX24/5
  Netflix
  +$30.5mn/an/a
- COTV
  Cotiviti
  +$18.0mn/an/a
- LBRDA
  Liberty Broadband
  +$5.67mn/an/a
- No ticker
  Liberty Interactive
  +$4.53mn/an/a
- SCOR
  Comscore
  +$3.66mn/an/a
- META24/7
  Meta Platforms
  +$1.03mn/an/a
Closed positions
MoveSinceTraded
- LNKD
  Linkedin
  −$14.4mn/an/a
- FRPT
  Freshpet
  −$720kn/an/a
Increased
MoveSinceTraded
- WUBA
  58
  +$29.0mn/an/a
- NOW24/5
  ServiceNow
  +$16.7mn/an/a
- JD24/5
  JD.com
  +$6.77mn/an/a
- LPLA
  LPL Financial
  +$4.39mn/an/a
- APPF
  Appfolio
  +$5.28mn/an/a
- XYZ24/5
  Block
  +$19.1mn/an/a
- ALRM
  Alarm.com
  +$1.18mn/an/a
Decreased
MoveSinceTraded
- GDDY
  GoDaddy
  −$13.8mn/an/a
3 positions unchanged
The filing on EDGAR
May 16, 2016
13F for Q1 2016
$317,730,000−$13,129,000
+12 more
New positions
MoveSinceTraded
- CTRP
  Ctrip Com International
  +$23.0mn/an/a
- NOW24/5
  ServiceNow
  +$14.8mn/an/a
- LNKD
  Linkedin
  +$14.4mn/an/a
Closed positions
MoveSinceTraded
- QUNR
  Qunar Cayman Is
  −$29.0mn/an/a
- No ticker
  Qunar Cayman Is puts
  −$15.8mn/an/a
- ETSY
  −$4.29mn/an/a
Increased
MoveSinceTraded
- LPLA
  LPL Financial
  +$23.9mn/an/a
- APPF
  Appfolio
  +$10.5mn/an/a
- JD24/5
  JD.com
  +$8.91mn/an/a
- No ticker
  Atlassian
  +$1.23mn/an/a
- WUBA
  58
  +$4.74mn/an/a
Decreased
MoveSinceTraded
- BABA24/5
  Alibaba Group Holding
  −$13.7mn/an/a
- ALRM
  Alarm.com
  −$23.2mn/an/a
- XYZ24/5
  Block
  −$12.1mn/an/a
- FRPT
  Freshpet
  −$2.74mn/an/a
1 position unchanged
The filing on EDGAR
Feb 16, 2016
13F for Q4 2015
$330,859,000+$76,579,000
+11 more
New positions
MoveSinceTraded
- XYZ24/5
  Block
  +$33.4mn/an/a
- QUNR
  Qunar Cayman Is
  +$29.0mn/an/a
- No ticker
  Atlassian
  +$24.7mn/an/a
- No ticker
  Qunar Cayman Is puts
  +$15.8mn/an/a
Closed positions
MoveSinceTraded
- YELP
  −$16.6mn/an/a
- 1940857D
  Fogo de Chao
  −$4.73mn/an/a
- HDP
  Hortonworks
  −$2.74mn/an/a
- OLLI
  Ollie's Bargain Outlet
  −$1.78mn/an/a
Increased
MoveSinceTraded
- ALRM
  Alarm.com
  +$5.21mn/an/a
- WUBA
  58
  +$2.02mn/an/a
Decreased
MoveSinceTraded
- JD24/5
  JD.com
  −$27.2mn/an/a
- ETSY
  −$5.89mn/an/a
- BABA24/5
  Alibaba Group Holding
  −$15.1mn/an/a
- GDDY
  GoDaddy
  −$7.27mn/an/a
3 positions unchanged
The filing on EDGAR
Nov 16, 2015
13F for Q3 2015
$254,280,000−$39,285,000
+11 more
New positions
MoveSinceTraded
- FRPT
  Freshpet
  +$4.96mn/an/a
- OLLI
  Ollie's Bargain Outlet
  +$1.78mn/an/a
Closed positions
MoveSinceTraded
- ZG
  Zillow Group
  −$19.8mn/an/a
- VIPS
  Vipshop
  −$12.6mn/an/a
- NEWR
  NEW Relic
  −$5.05mn/an/a
- EQIX24/5
  Equinix
  −$4.34mn/an/a
- MB
  Masterbeef Group
  −$3.98mn/an/a
Increased
MoveSinceTraded
- JD24/5
  JD.com
  +$44.8mn/an/a
- GDDY
  GoDaddy
  +$7.67mn/an/a
- YELP
  +$2.52mn/an/a
- APPF
  Appfolio
  +$701kn/an/a
- ALRM
  Alarm.com
  +$1.68mn/an/a
Decreased
MoveSinceTraded
- 1940857D
  Fogo de Chao
  −$4.32mn/an/a
- HDP
  Hortonworks
  −$3.13mn/an/a
4 positions unchanged
The filing on EDGAR
Aug 14, 2015
13F for Q2 2015
$293,565,000+$77,446,000
+16 more
New positions
MoveSinceTraded
- LPLA
  LPL Financial
  +$28.6mn/an/a
- ZG
  Zillow Group
  +$19.8mn/an/a
- ALRM
  Alarm.com
  +$18.1mn/an/a
- ETSY
  +$17.3mn/an/a
- GDDY
  GoDaddy
  +$13.9mn/an/a
- 1940857D
  Fogo de Chao
  +$13.4mn/an/a
- VIPS
  Vipshop
  +$12.6mn/an/a
- APPF
  Appfolio
  +$11.2mn/an/a
- EQIX24/5
  Equinix
  +$4.34mn/an/a
- MB
  Masterbeef Group
  +$3.98mn/an/a
Closed positions
MoveSinceTraded
- OAS
  Oasis Petroleum
  −$11.4mn/an/a
- No ticker
  Equinix
  −$7.94mn/an/a
- FRPT
  Freshpet
  −$4.89mn/an/a
Decreased
MoveSinceTraded
- BABA24/5
  Alibaba Group Holding
  −$6.17mn/an/a
- WUBA
  58
  −$23.0mn/an/a
- YELP
  −$3.51mn/an/a
- HDP
  Hortonworks
  −$6.32mn/an/a
- NEWR
  NEW Relic
  −$5.05mn/an/a
- JD24/5
  JD.com
  −$2.63mn/an/a
The filing on EDGAR
May 15, 2015
13F for Q1 2015
$216,119,000n/a
+4 more
New positions
MoveSinceTraded
- OAS
  Oasis Petroleum
  +$11.4mn/an/a
Closed positions
MoveSinceTraded
- No ticker
  Baidu
  −$9.01mn/an/a
- MKTO
  Marketo
  −$5.15mn/an/a
Increased
MoveSinceTraded
- YELP
  +$16.6mn/an/a
- FRPT
  Freshpet
  +$893kn/an/a
Decreased
MoveSinceTraded
- WUBA
  58
  −$3.50mn/an/a
- No ticker
  Equinix
  −$4.87mn/an/a
4 positions unchanged
The filing on EDGAR