| 2021 Q2 |
Jul 9, 2021 |
NZS Capital – Growth
|
7.4% |
14.6% |
3659.T, BALL, CRM, CSTM, DIS, KLAC, MCHP, MSFT, MU, NET, NVDA, ON, SHOP, THO, TMUS, WDAY |
Adaptable, Digital Transition, growth, long-term, technology |
|
|
View
|
| 2024 Q1 |
May 10, 2024 |
FPA Crescent Fund
|
3.7% |
12.8% |
3659.T, 9988.HK, ADI, AMZN, AON, AVGO, C, CHTR, CMCSA, FERG, GBLB.BR, GOOGL, HLF, HOLN.SW, IFF, JDEP.AS, JEF, KMX, META, TEL |
global, Opportunistic, Quality, value |
|
JDEP.AS
|
View
|
| 2022 Q1 |
Apr 25, 2022 |
NZS Capital – Select
|
-8.8% |
- |
3659.T, CRM, LRCX, META, NTDOY, OKTA, PARA, PYPL, SAIL, SUI, TMUS |
digital transformation, global, growth, inflation, long-term, rates, technology |
|
|
View
|
| 2021 Q3 |
Oct 11, 2021 |
NZS Capital – Growth
|
0.5% |
15.2% |
3659.T, ADYEN.AS, ASML, BLL, CCI, CDNS, CMG, CRM, LRCX, MSFT, PTON, SAIL, SUI, TMUS, TSM, VIAC |
AI, digital transformation, growth, semiconductors, software, technology |
|
|
View
|
| 2021 Q4 |
Jan 10, 2022 |
NZS Capital – Growth
|
5.7% |
21.8% |
3659.T, APH, ASML, CCI, DIS, GOOGL, LRCX, MCHP, MSFT, NVDA, PARA, PTON, PYPL, RDFN, SNAP, SUI, TMUS, TTWO, ZEN, ZG |
digital transformation, growth, Resilience, semiconductors, technology |
|
|
View
|
| 2024 Q2 |
Jul 31, 2024 |
Apis Flagship Fund
|
-1.4% |
13.3% |
3659.T |
Asia, industrials, Japan, Korea, Long/Short, technology |
|
|
View
|
