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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 | 8.20% | +5.1% | 53.73M | $70.07 | $3.76B | $29.62 | -57.7% | $24.51$36.86 |
MSFT | 6.21% | -35.4% | 8.48M | $336.32 | $2.85B | $393.82 | +17.1% | $349.20$555.45 |
SE | 5.55% | +9.4% | 11.39M | $223.71 | $2.55B | $104.05 | -53.5% | $77.05$199.30 |
NU | 5.43% | NEW | 265.98M | $9.38 | $2.49B | $13.59 | +44.9% | $11.20$18.98 |
SNOW | 4.44% | +16.4% | 6.02M | $338.75 | $2.04B | $268.90 | -20.6% | $118.30$284.99 |
DASH | 3.77% | +5.4% | 11.64M | $148.90 | $1.73B | $184.14 | +23.7% | $143.30$285.50 |
META | 3.70% | UNCH | 5.05M | $336.35 | $1.70B | $646.01 | +92.1% | $520.26$796.25 |
CVNA | 3.66% | +18.1% | 7.26M | $231.79 | $1.68B | $67.34 | -70.9% | $54.46$97.38 |
CRWD | 3.36% | UNCH | 7.54M | $204.75 | $1.54B | $203.08 | -0.8% | $85.68$217.50 |
NOW | 3.12% | UNCH | 2.21M | $649.11 | $1.43B | $103.24 | -84.1% | $81.24$210.20 |
AMZN | 2.56% | -37.8% | 353.3K | $3,334 | $1.18B | $247.23 | -92.6% | $196.00$278.56 |
WDAY | 2.51% | UNCH | 4.22M | $273.18 | $1.15B | $144.78 | -47.0% | $110.36$249.85 |
ZM | 2.45% | +28.7% | 6.13M | $183.91 | $1.13B | $91.13 | -50.4% | $69.15$114.74 |
SHOP | 2.42% | -8.5% | 806.9K | $1,377 | $1.11B | $123.56 | -91.0% | $94.00$182.19 |
DOCU | 2.30% | -5.2% | 6.93M | $152.31 | $1.06B | $52.74 | -65.4% | $40.16$86.65 |
DDOG | 2.06% | +1.2% | 5.30M | $178.11 | $944.5M | $258.69 | +45.2% | $98.01$278.70 |
TEAMXXXX | 2.05% | UNCH | 2.47M | $381.29 | $940.0M | -- | -- | -- |
RNG | 2.02% | +25.2% | 4.95M | $187.35 | $927.6M | $41.32 | -77.9% | $23.59$49.85 |
PDD | 2.00% | +12.3% | 15.78M | $58.30 | $920.2M | $84.14 | +44.3% | $71.94$139.41 |
UBER | 1.65% | -13.1% | 18.03M | $41.93 | $756.0M | $72.46 | +72.8% | $67.19$101.99 |
COIN | 1.58% | +7.2% | 2.87M | $252.37 | $724.2M | $157.12 | -37.7% | $139.18$436.38 |
NFLX | 1.42% | UNCH | 1.09M | $602.44 | $654.5M | $68.95 | -88.6% | $65.08$126.71 |
PCOR | 1.37% | -17.2% | 7.89M | $79.97 | $630.9M | $45.95 | -42.5% | $38.03$82.31 |
SPOT | 1.31% | -2.7% | 2.58M | $234.03 | $603.7M | $478.14 | +104.3% | $405.00$748.30 |
BABA | 1.09% | +0.0% | 4.22M | $118.79 | $501.3M | $114.97 | -3.2% | $91.99$192.67 |
ESTC | 1.08% | UNCH | 4.02M | $123.09 | $494.8M | $61.59 | -50.0% | $42.05$96.07 |
RBLX | 1.03% | -73.7% | 4.58M | $103.16 | $472.5M | $51.68 | -49.9% | $40.15$150.59 |
APOXXXX | 1.00% | -71.5% | 6.37M | $72.43 | $461.3M | -- | -- | -- |
ADBE | 0.91% | UNCH | 737.5K | $567.06 | $418.2M | $237.25 | -58.2% | $190.12$376.16 |
PTON | 0.80% | +41.9% | 10.21M | $35.76 | $365.3M | $6.12 | -82.9% | $3.65$9.20 |
PATH | 0.77% | -22.1% | 8.21M | $43.13 | $354.2M | $12.15 | -71.8% | $9.20$19.84 |
COUP | 0.70% | +35.3% | 2.03M | $158.05 | $320.6M | -- | -- | -- |
XPEV | 0.68% | +858% | 6.23M | $50.33 | $313.5M | $13.53 | -73.1% | $11.77$28.23 |
CFLT | 0.65% | +876% | 3.90M | $76.24 | $297.6M | -- | -- | -- |
XM | 0.63% | +106% | 8.18M | $35.40 | $289.4M | -- | -- | -- |
DV | 0.62% | -37.9% | 8.59M | $33.28 | $285.9M | $11.42 | -65.7% | $7.64$16.82 |
MA | 0.57% | UNCH | 724.0K | $359.32 | $260.1M | $543.60 | +51.3% | $464.52$601.77 |
HOOD | 0.53% | UNCH | 13.66M | $17.76 | $242.7M | $99.96 | +462.8% | $63.52$153.86 |
RUN | 0.53% | UNCH | 7.07M | $34.30 | $242.6M | $11.85 | -65.5% | $9.01$22.44 |
ONEM | 0.53% | +28.5% | 13.79M | $17.57 | $242.3M | -- | -- | -- |
LI | 0.52% | +2015% | 7.40M | $32.10 | $237.6M | $12.39 | -61.4% | $11.65$31.36 |
XYZ | 0.49% | +51.3% | 1.38M | $161.51 | $223.5M | $79.94 | -50.5% | $48.21$84.08 |
EMBK | 0.44% | NEW | 23.29M | $8.68 | $202.2M | -- | -- | -- |
OZON | 0.41% | +133% | 6.41M | $29.61 | $189.8M | -- | -- | -- |
FUTU | 0.39% | UNCH | 4.19M | $43.30 | $181.4M | $95.10 | +119.6% | $80.50$202.53 |
PYPL | 0.37% | UNCH | 896.0K | $188.58 | $169.0M | $56.56 | -70.0% | $38.46$79.50 |
IS | 0.35% | UNCH | 20.50M | $7.74 | $158.7M | -- | -- | -- |
TOST | 0.34% | +260% | 4.50M | $34.71 | $156.2M | $30.08 | -13.3% | $22.26$49.66 |
MTTR | 0.34% | UNCH | 7.50M | $20.64 | $154.8M | -- | -- | -- |
EGHT | 0.33% | UNCH | 9.00M | $16.76 | $150.8M | $1.88 | -88.8% | $1.57$2.88 |
| 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.