| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 57,734 | 19,420,000 | 7.64% | ||
| 2 | GOOGLE INC | 15,325 | 17,080,000 | 6.72% | ||
| 3 | WORKDAY INC CL A | 177,550 | 16,233,000 | 6.38% | ||
| 4 | FACEBOOK INC CL A | 259,470 | 15,630,000 | 6.15% | ||
| 5 | Intuit Inc | 76,300 | 14,111,000 | 5.55% | ||
| 6 | TWITTER INC | 291,770 | 13,617,000 | 5.36% | ||
| 7 | NIMBLE STORAGE INC | 358,375 | 13,579,000 | 5.34% | ||
| 8 | PayPal | 597,306 | 11,659,000 | 4.59% | ||
| 9 | MERCADOLIBRE INC | 118,270 | 11,249,000 | 4.42% | ||
| 10 | GUIDEWIRE SOFTWARE INC | 222,275 | 10,903,000 | 4.29% | ||
| 11 | SALESFORCE COM INC COM | 183,678 | 10,486,000 | 4.12% | ||
| 12 | EQUINIX INC | 56,710 | 10,482,000 | 4.12% | ||
| 13 | FINANCIAL ENGINES INC | 196,374 | 9,972,000 | 3.92% | ||
| 14 | SERVICENOW INC COM | 166,226 | 9,960,000 | 3.92% | ||
| 15 | PALO ALTO NETWORKS INC | 143,429 | 9,839,000 | 3.87% | ||
| 16 | IMPERVA INC | 144,695 | 8,060,000 | 3.17% | ||
| 17 | NETSUITE INC | 80,294 | 7,614,000 | 2.99% | ||
| 18 | YUME INC | 702,642 | 5,136,000 | 2.02% | ||
| 19 | BAIDU INC | 33,466 | 5,096,000 | 2.00% | ||
| 20 | RALLY SOFTWARE DEV CORP | 315,153 | 4,217,000 | 1.66% | ||
| 21 | BERKSHIRE HATHAWAY B NEW CLASS | 27,650 | 3,455,000 | 1.36% | ||
| 22 | LINEAR TECHNOLOGY CORP | 43,001 | 2,094,000 | 0.82% | ||
| 23 | Violin Memory, Inc. | 487,999 | 1,952,000 | 0.77% | ||
| 24 | INTERNATIONAL BUSINESS MACHS COM | 9,240 | 1,779,000 | 0.70% | ||
| 25 | Johnson & Johnson | 17,428 | 1,712,000 | 0.67% | ||
| 26 | SCHLUMBERGER LTD COM | 16,000 | 1,560,000 | 0.61% | ||
| 27 | General Electric Company | 56,016 | 1,450,000 | 0.57% | ||
| 28 | GENERAL MLS INC COM | 26,672 | 1,382,000 | 0.54% | ||
| 29 | HALLIBURTON CO COM | 23,300 | 1,372,000 | 0.54% | ||
| 30 | MERCK & CO INC | 23,068 | 1,310,000 | 0.52% | ||
| 31 | INTEL CORP | 50,000 | 1,291,000 | 0.51% | ||
| 32 | AbbVie Inc. | 25,000 | 1,285,000 | 0.51% | ||
| 33 | E M C CORP MASS COM | 40,000 | 1,096,000 | 0.43% | ||
| 34 | VISA INC | 5,000 | 1,079,000 | 0.42% | ||
| 35 | Abbott Laboratories | 25,000 | 963,000 | 0.38% | ||
| 36 | ORACLE CORP | 20,000 | 818,000 | 0.32% | ||
| 37 | Target CP | 13,140 | 795,000 | 0.31% | ||
| 38 | QUALCOMM INC | 8,800 | 694,000 | 0.27% | ||
| 39 | SILVER SPRING NETWORKS INC | 37,083 | 645,000 | 0.25% | ||
| 40 | Apple Inc | 1,200 | 644,000 | 0.25% | ||
| 41 | 3M Company | 4,000 | 543,000 | 0.21% | ||
| 42 | AUTOMATIC DATA PROCESSING INC COM | 6,911 | 534,000 | 0.21% | ||
| 43 | INTUIT | 5,000 | 389,000 | 0.15% | ||
| 44 | ROYAL DUTCH SHELL PLC SPONS ADR A | 4,000 | 292,000 | 0.11% | ||
| 45 | Liberty Global Plc Cl A | 6,900 | 281,000 | 0.11% | ||
| 46 | SCHWAB CHARLES CORP NEW COM | 10,000 | 273,000 | 0.11% | ||
| 47 | SPDR GOLD TRUST | 1,700 | 210,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-14-000004, filed 2014.05.06).
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.
