| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS | 97,586 | 17,048,000 | 2.57% | ||
| 2 | APPLE INC | 123,592 | 15,502,000 | 2.34% | ||
| 3 | BRISTOL MYERS SQUIBB CO | 230,209 | 15,318,000 | 2.31% | ||
| 4 | DISNEY WALT CO | 129,555 | 14,787,000 | 2.23% | ||
| 5 | GILEAD SCIENCES INC | 125,922 | 14,743,000 | 2.23% | ||
| 6 | CELGENE CORP | 118,929 | 13,764,000 | 2.08% | ||
| 7 | SUNEDISON INC | 448,274 | 13,408,000 | 2.02% | ||
| 8 | FACEBOOK INC | 143,828 | 12,335,000 | 1.86% | ||
| 9 | JETBLUE AIRWAYS CORP | 588,179 | 12,211,000 | 1.84% | ||
| 10 | MOBILEYE N V AMSTELVEEN | 224,332 | 11,928,000 | 1.80% | ||
| 11 | MORGAN STANLEY | 295,864 | 11,477,000 | 1.73% | ||
| 12 | ABBVIE INC | 157,726 | 10,598,000 | 1.60% | ||
| 13 | ALIBABA GROUP HLDG LTD | 121,070 | 9,960,000 | 1.50% | ||
| 14 | ALLERGAN PLC | 32,228 | 9,780,000 | 1.48% | ||
| 15 | CYBERARK SOFTWARE LTD SHS | 146,217 | 9,185,000 | 1.39% | ||
| 16 | GOLDMAN SACHS GROUP INC | 41,938 | 8,756,000 | 1.32% | ||
| 17 | LINKEDIN CORP COM CL A | 40,804 | 8,431,000 | 1.27% | ||
| 18 | BOEING CO | 59,732 | 8,286,000 | 1.25% | ||
| 19 | CONOCOPHILLIPS | 133,858 | 8,220,000 | 1.24% | ||
| 20 | INCYTE | 76,187 | 7,939,000 | 1.20% | ||
| 21 | SCHWAB CHARLES CORP | 239,877 | 7,832,000 | 1.18% | ||
| 22 | AMAZON COM INC | 16,771 | 7,280,000 | 1.10% | ||
| 23 | S&P GLOBAL INC | 70,774 | 7,109,000 | 1.07% | ||
| 24 | EOG RES INC | 79,874 | 6,993,000 | 1.06% | ||
| 25 | MELLANOX TECHNOLOGIES LTD | 133,000 | 6,462,000 | 0.98% | ||
| 26 | FIRST SOLAR INC | 133,772 | 6,285,000 | 0.95% | ||
| 27 | INTUIT | 62,333 | 6,281,000 | 0.95% | ||
| 28 | Integrated Device Technology I | 278,662 | 6,047,000 | 0.91% | ||
| 29 | FIREEYE INC | 122,877 | 6,010,000 | 0.91% | ||
| 30 | ACUITY BRANDS INC | 32,568 | 5,862,000 | 0.89% | ||
| 31 | GOOGLE INC | 11,117 | 5,787,000 | 0.87% | ||
| 32 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 10,224 | 5,521,000 | 0.83% | ||
| 33 | MICROSOFT CORP | 121,864 | 5,380,000 | 0.81% | ||
| 34 | SCHLUMBERGER LTD | 58,996 | 5,085,000 | 0.77% | ||
| 35 | SALESFORCE COM INC | 72,163 | 5,025,000 | 0.76% | ||
| 36 | STARBUCKS CORP | 89,818 | 4,816,000 | 0.73% | ||
| 37 | TABLEAU SOFTWARE INC CL A | 41,035 | 4,731,000 | 0.71% | ||
| 38 | Marcus & Millichap Inc Com | 99,773 | 4,604,000 | 0.70% | ||
| 39 | GRUBHUB INC | 134,762 | 4,591,000 | 0.69% | ||
| 40 | CARDIOVASCULAR SYS INC DEL COM | 163,479 | 4,324,000 | 0.65% | ||
| 41 | OPKO HEALTH INC | 258,145 | 4,151,000 | 0.63% | ||
| 42 | MASTERCARD INCORPORATED | 44,300 | 4,141,000 | 0.63% | ||
| 43 | BIOMARIN | 29,975 | 4,100,000 | 0.62% | ||
| 44 | VISA INC | 59,200 | 3,975,000 | 0.60% | ||
| 45 | FLEETMATICS GROUP PLC | 84,075 | 3,937,000 | 0.59% | ||
| 46 | CHEVRON CORP NEW | 37,638 | 3,631,000 | 0.55% | ||
| 47 | TESLA INC | 13,375 | 3,588,000 | 0.54% | ||
| 48 | PAYCHEX INC | 75,662 | 3,547,000 | 0.54% | ||
| 49 | TWITTER INC | 97,927 | 3,547,000 | 0.54% | ||
| 50 | QUANTA SVCS INC | 122,460 | 3,529,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001391, filed 2015.07.28).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
