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Growth-oriented with tech/internet tilt. Public book supplements a massive private portfolio. Watch for sector rotation signals.
| Stock | % Port | Activity | Shares | Rpt price | Value▼ | Price now | vs Rpt | 52-wk range |
|---|---|---|---|---|---|---|---|---|
JD | 7.66% | -- | 51.59M | $79.81 | $4.12B | $29.62 | -62.9% | $24.51$36.86 |
MSFT | 6.62% | -- | 13.13M | $270.90 | $3.56B | $393.82 | +45.4% | $349.20$555.45 |
SE | 5.18% | -- | 10.15M | $274.60 | $2.79B | $104.05 | -62.1% | $77.05$199.30 |
RBLX | 4.58% | -- | 27.39M | $89.98 | $2.46B | $51.68 | -42.6% | $40.15$150.59 |
DOCU | 3.79% | -- | 7.28M | $279.57 | $2.04B | $52.74 | -81.1% | $40.16$86.65 |
AMZN | 3.63% | -- | 567.9K | $3,440 | $1.95B | $247.23 | -92.8% | $196.00$278.56 |
DASH | 3.62% | -- | 10.91M | $178.33 | $1.95B | $184.14 | +3.3% | $143.30$285.50 |
APOXXXX | 3.59% | -- | 31.05M | $62.20 | $1.93B | -- | -- | -- |
CVNA | 3.57% | -- | 6.36M | $301.82 | $1.92B | $67.34 | -77.7% | $54.46$97.38 |
CRWD | 3.52% | -- | 7.54M | $251.31 | $1.89B | $203.08 | -19.2% | $85.68$217.50 |
PDD | 3.32% | -- | 14.05M | $127.02 | $1.79B | $84.14 | -33.8% | $71.94$139.41 |
META | 3.27% | -- | 5.05M | $347.71 | $1.76B | $646.01 | +85.8% | $520.26$796.25 |
ZM | 3.08% | -- | 4.28M | $387.03 | $1.66B | $91.13 | -76.5% | $69.15$114.74 |
SHOP | 2.37% | -- | 872.3K | $1,461 | $1.27B | $123.56 | -91.5% | $94.00$182.19 |
NOW | 2.26% | -- | 2.21M | $549.55 | $1.21B | $103.24 | -81.2% | $81.24$210.20 |
RNG | 2.13% | -- | 3.94M | $290.58 | $1.14B | $41.32 | -85.8% | $23.59$49.85 |
TDG | 2.12% | -- | 1.76M | $647.29 | $1.14B | $1,214 | +87.6% | $1,124$1,624 |
PTON | 2.04% | -- | 8.83M | $124.02 | $1.09B | $6.12 | -95.1% | $3.65$9.20 |
UBER | 1.93% | -- | 20.75M | $50.12 | $1.04B | $72.46 | +44.6% | $67.19$101.99 |
SNOW | 1.88% | -- | 4.19M | $241.80 | $1.01B | $268.90 | +11.2% | $118.30$284.99 |
WDAY | 1.83% | -- | 4.13M | $238.74 | $985.4M | $144.78 | -39.4% | $110.36$249.85 |
BABA | 1.78% | -- | 4.22M | $226.78 | $956.9M | $114.97 | -49.3% | $91.99$192.67 |
PCOR | 1.68% | -- | 9.53M | $94.95 | $904.4M | $45.95 | -51.6% | $38.03$82.31 |
SPOT | 1.62% | -- | 3.16M | $275.59 | $870.4M | $478.14 | +73.5% | $405.00$748.30 |
PATH | 1.32% | -- | 10.42M | $67.93 | $708.1M | $12.15 | -82.1% | $9.20$19.84 |
COIN | 1.24% | -- | 2.63M | $253.30 | $665.0M | $157.12 | -38.0% | $139.18$436.38 |
TEAMXXXX | 1.18% | -- | 2.47M | $256.86 | $633.3M | -- | -- | -- |
FUTU | 1.16% | -- | 3.47M | $179.09 | $621.1M | $95.10 | -46.9% | $80.50$202.53 |
DV | 1.09% | -- | 13.84M | $42.34 | $586.1M | $11.42 | -73.0% | $7.64$16.82 |
ESTC | 1.09% | -- | 4.02M | $145.76 | $585.9M | $61.59 | -57.7% | $42.05$96.07 |
NFLX | 1.07% | -- | 1.09M | $528.21 | $573.9M | $68.95 | -86.9% | $65.08$126.71 |
DDOG | 0.97% | -- | 4.99M | $104.08 | $519.6M | $258.69 | +148.5% | $98.01$278.70 |
ADBE | 0.80% | -- | 737.5K | $585.64 | $431.9M | $237.25 | -59.5% | $190.12$376.16 |
RUN | 0.73% | -- | 7.07M | $55.78 | $394.5M | $11.85 | -78.8% | $9.01$22.44 |
COUP | 0.73% | -- | 1.50M | $262.11 | $392.9M | -- | -- | -- |
YSGXXXX | 0.49% | -- | 28.21M | $9.37 | $264.4M | -- | -- | -- |
MA | 0.49% | -- | 724.0K | $365.09 | $264.3M | $543.60 | +48.9% | $464.52$601.77 |
PYPL | 0.49% | -- | 896.0K | $291.48 | $261.2M | $56.56 | -80.6% | $38.46$79.50 |
ONEM | 0.47% | -- | 7.62M | $33.06 | $251.9M | -- | -- | -- |
EGHT | 0.46% | -- | 9.00M | $27.76 | $249.8M | $1.88 | -93.2% | $1.57$2.88 |
IS | 0.40% | -- | 20.50M | $10.50 | $215.3M | -- | -- | -- |
XYZ | 0.40% | -- | 872.0K | $243.80 | $212.6M | $79.94 | -67.2% | $48.21$84.08 |
BHGXXXX | 0.38% | -- | 11.85M | $17.16 | $203.3M | -- | -- | -- |
GDS | 0.38% | -- | 2.57M | $78.49 | $201.9M | $31.16 | -60.3% | $26.97$48.61 |
ASAN | 0.33% | -- | 2.88M | $62.03 | $178.7M | $7.69 | -87.6% | $5.38$15.71 |
FLT | 0.31% | -- | 647.7K | $256.06 | $165.8M | -- | -- | -- |
CPNG | 0.28% | -- | 3.57M | $41.82 | $149.4M | $16.62 | -60.3% | $14.92$34.08 |
XM | 0.26% | -- | 3.62M | $38.25 | $138.3M | -- | -- | -- |
DLO | 0.25% | -- | 2.60M | $52.53 | $136.7M | $14.48 | -72.4% | $9.81$16.78 |
OSCR | 0.25% | -- | 6.18M | $21.50 | $132.9M | $29.10 | +35.3% | $10.69$33.10 |
| ADD | NVDA | +1.00M sh(+9.1%) | $2.09B | 9.17% |
| TRIM | AMZN | -11.4K sh(-0.1%) | $2.08B | 9.12% |
| ADD | TSM | +1.84M sh(+49.4%) | $1.88B | 8.23% |
| ADD | META | +336.2K sh(+12.2%) | $1.77B | 7.73% |
| ADD | AVGO | +709.2K sh(+24.7%) | $1.11B | 4.86% |
| TRIM | MSFT | -2.98M sh(-54.4%) | $925.4M | 4.05% |
| SOLD ALL | FLUT | -4.00M sh | $860.9Mprior | -- |
| ADD | SPOT | +319.3K sh(+25.3%) | $766.5M | 3.36% |
| ADD | CPNG | +8.33M sh(+31.7%) | $653.2M | 2.86% |
| ADD | AMAT | +761.7K sh(+85.1%) | $566.3M | 2.48% |
| SOLD ALL | VEEV | -2.42M sh | $540.3Mprior | -- |
| SOLD ALL | GRAB | -92.92M sh | $463.7Mprior | -- |
| TRIM | MSFT | -1.07M sh(-16.4%) | $2.65B | 8.92% |
| TRIM | AMZN | -1.03M sh(-9.3%) | $2.31B | 7.78% |
| TRIM | NVDA | -698.0K sh(-6.0%) | $2.05B | 6.91% |
| TRIM | SE | -625.5K sh(-3.9%) | $1.97B | 6.62% |
| TRIM | META | -68.4K sh(-2.4%) | $1.82B | 6.11% |
| TRIM | TSM | -852.9K sh(-18.6%) | $1.13B | 3.81% |
| TRIM | AVGO | -14.0K sh(-0.5%) | $995.3M | 3.35% |
| TRIM | RDDT | -828.6K sh(-17.7%) | $883.6M | 2.97% |
| TRIM | APP | -710.0K sh(-35.4%) | $871.2M | 2.93% |
| ADD | FLUT | +345.4K sh(+9.4%) | $860.9M | 2.90% |
| TRIM | LRCX | -1.36M sh(-25.9%) | $667.7M | 2.25% |
| TRIM | GEV | -181.6K sh(-15.7%) | $635.9M | 2.14% |
| ADD | AMZN | +357.9K sh(+3.3%) | $2.42B | 7.49% |
| TRIM | META | -4.71M sh(-62.6%) | $2.07B | 6.40% |
| SOLD ALL | LLY | -1.51M sh | $1.18Bprior | -- |
| TRIM | RDDT | -1.48M sh(-24.0%) | $1.07B | 3.32% |
| ADD | AVGO | +186.4K sh(+6.9%) | $953.3M | 2.95% |
| ADD | FLUT | +204.8K sh(+5.9%) | $929.2M | 2.87% |
| ADD | GEV | +56.8K sh(+5.2%) | $710.0M | 2.19% |
| ADD | CPAY | +269.5K sh(+17.9%) | $510.2M | 1.58% |
| ADD | CPNG | +2.25M sh(+16.6%) | $510.0M | 1.58% |
| TRIM | Z | -1.18M sh(-19.0%) | $388.7M | 1.20% |
| ADD | XYZ | +478.9K sh(+12.1%) | $319.7M | 0.99% |
| SOLD ALL | CRWD | -500.0K sh | $254.7Mprior | -- |
| ADD | META | +68.4K sh(+0.9%) | $5.56B | 16.32% |
| ADD | MSFT | +310.5K sh(+5.0%) | $3.26B | 9.56% |
| ADD | AMZN | +4.10M sh(+62.2%) | $2.34B | 6.88% |
| ADD | GOOGL | +322.6K sh(+3.1%) | $1.87B | 5.50% |
| ADD | NVDA | +742.2K sh(+6.8%) | $1.85B | 5.43% |
| ADD | LLY | +176.2K sh(+13.2%) | $1.18B | 3.46% |
| ADD | TSM | +336.9K sh(+7.9%) | $1.04B | 3.04% |
| ADD | FLUT | +76.0K sh(+2.3%) | $986.8M | 2.90% |
| ADD | RDDT | +2.90M sh(+89.2%) | $925.9M | 2.72% |
| ADD | AVGO | +431.7K sh(+19.0%) | $745.1M | 2.19% |
| ADD | APP | +334.7K sh(+20.1%) | $701.2M | 2.06% |
| ADD | GEV | +42.5K sh(+4.0%) | $580.9M | 1.70% |
| ADD | MSFT | +896.7K sh(+16.8%) | $2.34B | 8.81% |
| ADD | AMZN | +173.0K sh(+2.7%) | $1.25B | 4.71% |
| ADD | NVDA | +1.28M sh(+13.3%) | $1.19B | 4.47% |
| ADD | LLY | +25.0K sh(+1.9%) | $1.10B | 4.15% |
| TRIM | APO | -6.06M sh(-49.4%) | $850.3M | 3.20% |
| ADD | TSM | +606.5K sh(+16.7%) | $704.1M | 2.65% |
| ADD | VEEV | +2.04M sh(+540%) | $560.7M | 2.11% |
| ADD | PDD | +1.79M sh(+68.0%) | $522.6M | 1.97% |
| NEW | APP | +1.67M sh | $442.0M | 1.66% |
| ADD | SHW | +199.9K sh(+19.9%) | $420.5M | 1.58% |
| ADD | AVGO | +426.0K sh(+23.1%) | $380.3M | 1.43% |
| NEW | Z | +5.21M sh | $357.5M | 1.34% |
| TRIM | APO | -12.9K sh(-0.1%) | $2.03B | 7.66% |
| ADD | LLY | +340.2K sh(+35.1%) | $1.01B | 3.82% |
| ADD | SPOT | +1.26M sh(+49157%) | $564.4M | 2.13% |
| ADD | SHW | +476.5K sh(+90.3%) | $341.4M | 1.29% |
| ADD | RDDT | +1.53M sh(+306%) | $331.9M | 1.25% |
| SOLD ALL | LRCXXXXX | -353.2K sh | $288.2Mprior | -- |
| NEW | LRCX | +3.96M sh | $285.9M | 1.08% |
| NEW | ZS | +1.45M sh | $261.6M | 0.99% |
| NEW | PDD | +2.63M sh | $255.0M | 0.96% |
| ADD | FWONK | +225.0K sh(+9.2%) | $248.5M | 0.94% |
| NEW | CSGP | +3.25M sh | $232.3M | 0.88% |
| TRIM | UNH | -1.93M sh(-81.4%) | $222.0M | 0.84% |
| ADD | UNH | +17.8K sh(+0.8%) | $1.38B | 5.90% |
| ADD | AMZN | +94.4K sh(+1.5%) | $1.20B | 5.10% |
| ADD | TTWO | +195.7K sh(+3.5%) | $897.6M | 3.83% |
| ADD | LLY | +39.8K sh(+4.3%) | $859.2M | 3.67% |
| NEW | FLUT | +3.38M sh | $801.4M | 3.42% |
| ADD | TSM | +564.1K sh(+18.4%) | $631.3M | 2.69% |
| ADD | CPAY | +201.0K sh(+19.2%) | $390.2M | 1.66% |
| ADD | AVGO | +1.66M sh(+912%) | $318.3M | 1.36% |
| NEW | SHW | +527.8K sh | $201.4M | 0.86% |
| TRIM | UBER | -408.8K sh(-13.6%) | $195.3M | 0.83% |
| ADD | FWONK | +93.0K sh(+3.9%) | $190.2M | 0.81% |
| SOLD ALL | DXCM | -1.15M sh | $130.7Mprior | -- |
| ADD | NVDA | +8.72M sh(+900%) | $1.20B | 5.53% |
| NEW | UNH | +2.35M sh | $1.20B | 5.53% |
| ADD | SE | +1.05M sh(+7.0%) | $1.15B | 5.30% |
| ADD | LLY | +40.0K sh(+4.5%) | $842.0M | 3.89% |
| ADD | TSM | +25.9K sh(+0.9%) | $533.8M | 2.47% |
| NEW | QCOM | +1.86M sh | $370.0M | 1.71% |
| ADD | GRAB | +26.12M sh(+39.1%) | $329.9M | 1.53% |
| TRIM | CPAY | -287.1K sh(-21.5%) | $278.8M | 1.29% |
| NEW | AMAT | +895.2K sh | $211.3M | 0.98% |
| TRIM | GTM | -2.23M sh(-19.2%) | $119.5M | 0.55% |
| SOLD ALL | CART | -1.76M sh | $65.6Mprior | -- |
| NEW | ZKH | +8.20M sh | $32.0M | 0.15% |
| ADD | GOOGL | +6.25M sh(+154%) | $1.56B | 8.50% |
| ADD | AMZN | +1.44M sh(+29.5%) | $1.14B | 6.23% |
| ADD | TTWO | +487.4K sh(+9.5%) | $838.0M | 4.58% |
| ADD | SE | +675.9K sh(+4.7%) | $805.4M | 4.40% |
| TRIM | WDAY | -101.0K sh(-5.1%) | $512.8M | 2.80% |
| NEW | CPAY | +1.33M sh | $411.5M | 2.25% |
| SOLD ALL | FLT | -1.30M sh | $368.4Mprior | -- |
| TRIM | LRCXXXXX | -49.8K sh(-12.4%) | $343.1M | 1.88% |
| TRIM | UBER | -40.0K sh(-1.3%) | $231.5M | 1.27% |
| TRIM | NU | -2.17M sh(-10.5%) | $219.9M | 1.20% |
| ADD | GRAB | +15.50M sh(+30.2%) | $209.8M | 1.15% |
| ADD | PCOR | +739.0K sh(+46.2%) | $192.2M | 1.05% |
| TRIM | META | -1.43M sh(-16.1%) | $2.64B | 18.80% |
| TRIM | MSFT | -787.1K sh(-12.8%) | $2.01B | 14.30% |
| TRIM | TTWO | -99.8K sh(-1.9%) | $829.9M | 5.91% |
| ADD | AMZN | +947.4K sh(+24.1%) | $741.8M | 5.28% |
| ADD | SE | +2.62M sh(+22.4%) | $580.0M | 4.13% |
| TRIM | GOOGL | -1.28M sh(-24.0%) | $566.7M | 4.03% |
| TRIM | WDAY | -841.2K sh(-29.8%) | $546.9M | 3.89% |
| TRIM | LLY | -29.1K sh(-3.2%) | $518.8M | 3.69% |
| TRIM | NVDA | -142.9K sh(-12.9%) | $479.5M | 3.41% |
| TRIM | NOW | -14.8K sh(-2.5%) | $409.5M | 2.91% |
| ADD | FLT | +519.2K sh(+66.2%) | $368.4M | 2.62% |
| ADD | TSM | +983.2K sh(+47.7%) | $316.7M | 2.25% |
| ADD | META | +330.8K sh(+3.9%) | $2.67B | 19.69% |
| ADD | MSFT | +462.4K sh(+8.2%) | $1.94B | 14.27% |
| TRIM | APO | -55.8K sh(-0.5%) | $1.10B | 8.13% |
| ADD | TTWO | +480.3K sh(+10.1%) | $737.9M | 5.44% |
| ADD | GOOGL | +1.52M sh(+40.0%) | $698.2M | 5.15% |
| ADD | WDAY | +822.6K sh(+41.1%) | $606.4M | 4.47% |
| ADD | SE | +8.33M sh(+247%) | $514.3M | 3.79% |
| ADD | AMZN | +239.8K sh(+6.5%) | $500.2M | 3.69% |
| ADD | LLY | +195.0K sh(+26.9%) | $493.7M | 3.64% |
| ADD | NVDA | +482.7K sh(+76.8%) | $483.4M | 3.56% |
| TRIM | NOW | -26.1K sh(-4.2%) | $332.3M | 2.45% |
| TRIM | JD | -11.21M sh(-53.2%) | $287.3M | 2.12% |
| ADD | META | +1.11M sh(+14.9%) | $2.46B | 20.54% |
| TRIM | MSFT | -262.9K sh(-4.4%) | $1.93B | 16.13% |
| ADD | APO | +9.73M sh(+372%) | $947.9M | 7.92% |
| TRIM | JD | -3.00M sh(-12.5%) | $719.3M | 6.01% |
| ADD | TTWO | +2.38M sh(+99.0%) | $702.8M | 5.87% |
| ADD | INTU | +613.9K sh(+137%) | $486.7M | 4.07% |
| TRIM | AMZN | -5.99M sh(-61.8%) | $481.7M | 4.03% |
| TRIM | GOOGL | -4.55M sh(-54.4%) | $456.3M | 3.81% |
| TRIM | WDAY | -518.1K sh(-20.6%) | $451.7M | 3.77% |
| TRIM | NOW | -188.3K sh(-23.3%) | $348.8M | 2.91% |
| NEW | LLY | +724.1K sh | $339.6M | 2.84% |
| ADD | NVDA | +584.7K sh(+1333%) | $265.9M | 2.22% |
Source: SEC EDGAR · CIK 0001167483 · filing period 2026-03-31
Point-in-time snapshot. Data may be delayed and is shown for informational purposes only — not a recommendation to buy or sell any security. Verify against issuer filings and primary sources before acting.
As of 2026-03-31.