| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PALO ALTO NETWORKS | 99,354 | 17,089,000 | 2.81% | ||
| 2 | AMAZON COM INC | 30,149 | 15,433,000 | 2.53% | ||
| 3 | JETBLUE AIRWAYS CORP | 584,621 | 15,066,000 | 2.47% | ||
| 4 | GILEAD SCIENCES INC | 143,332 | 14,074,000 | 2.31% | ||
| 5 | FACEBOOK INC | 152,304 | 13,692,000 | 2.25% | ||
| 6 | DISNEY WALT CO | 132,015 | 13,492,000 | 2.22% | ||
| 7 | BRISTOL MYERS SQUIBB CO | 227,123 | 13,446,000 | 2.21% | ||
| 8 | CELGENE CORP | 123,866 | 13,399,000 | 2.20% | ||
| 9 | MOBILEYE N V AMSTELVEEN | 264,651 | 12,036,000 | 1.98% | ||
| 10 | CYBERARK SOFTWARE LTD SHS | 218,966 | 10,979,000 | 1.80% | ||
| 11 | GOOGLE INC | 16,137 | 9,818,000 | 1.61% | ||
| 12 | APPLE INC | 86,787 | 9,573,000 | 1.57% | ||
| 13 | MORGAN STANLEY | 295,864 | 9,320,000 | 1.53% | ||
| 14 | FIRST SOLAR INC | 217,316 | 9,290,000 | 1.53% | ||
| 15 | AGNICO EAGLE MINES LTD | 366,725 | 9,285,000 | 1.52% | ||
| 16 | ABBVIE INC | 155,303 | 8,450,000 | 1.39% | ||
| 17 | ALLERGAN PLC | 30,907 | 8,401,000 | 1.38% | ||
| 18 | LINKEDIN CORP COM CL A | 40,804 | 7,758,000 | 1.27% | ||
| 19 | BOEING CO | 58,482 | 7,658,000 | 1.26% | ||
| 20 | STARBUCKS CORP | 131,863 | 7,495,000 | 1.23% | ||
| 21 | INCYTE | 67,734 | 7,473,000 | 1.23% | ||
| 22 | GOLDMAN SACHS GROUP INC | 42,215 | 7,335,000 | 1.20% | ||
| 23 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 11,036 | 7,045,000 | 1.16% | ||
| 24 | SILVER SPRING NETWORKS INC COM | 529,578 | 6,821,000 | 1.12% | ||
| 25 | RAPID7 INC | 298,910 | 6,800,000 | 1.12% | ||
| 26 | MICROSOFT CORP | 149,705 | 6,626,000 | 1.09% | ||
| 27 | CONOCOPHILLIPS | 131,471 | 6,305,000 | 1.04% | ||
| 28 | S&P GLOBAL INC | 70,774 | 6,122,000 | 1.01% | ||
| 29 | 2U, Inc. | 160,992 | 5,780,000 | 0.95% | ||
| 30 | EOG RES INC | 78,037 | 5,681,000 | 0.93% | ||
| 31 | Marcus & Millichap Inc Com | 122,773 | 5,646,000 | 0.93% | ||
| 32 | INTUIT | 62,333 | 5,532,000 | 0.91% | ||
| 33 | TESLA INC | 21,173 | 5,259,000 | 0.86% | ||
| 34 | MELLANOX TECHNOLOGIES LTD | 137,707 | 5,204,000 | 0.85% | ||
| 35 | BIOMARIN | 48,650 | 5,124,000 | 0.84% | ||
| 36 | SALESFORCE COM INC | 72,144 | 5,009,000 | 0.82% | ||
| 37 | SUNEDISON INC | 624,671 | 4,485,000 | 0.74% | ||
| 38 | HOME DEPOT INC | 38,534 | 4,450,000 | 0.73% | ||
| 39 | FLEETMATICS GROUP PLC | 85,176 | 4,181,000 | 0.69% | ||
| 40 | VISA INC | 59,200 | 4,124,000 | 0.68% | ||
| 41 | SCHLUMBERGER LTD | 59,022 | 4,071,000 | 0.67% | ||
| 42 | MASTERCARD INCORPORATED | 44,300 | 3,992,000 | 0.66% | ||
| 43 | CDW | 97,162 | 3,970,000 | 0.65% | ||
| 44 | ACUITY BRANDS INC | 22,578 | 3,964,000 | 0.65% | ||
| 45 | PAYCHEX INC | 75,662 | 3,604,000 | 0.59% | ||
| 46 | TABLEAU SOFTWARE INC CL A | 44,348 | 3,538,000 | 0.58% | ||
| 47 | TEVA PHARMACEUTICAL INDS LTD | 57,608 | 3,253,000 | 0.53% | ||
| 48 | CHEVRON CORP NEW | 37,638 | 2,969,000 | 0.49% | ||
| 49 | QUANTA SVCS INC | 120,903 | 2,927,000 | 0.48% | ||
| 50 | MERCK & CO INC | 59,122 | 2,920,000 | 0.48% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001872, filed 2015.11.04).
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.
