| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY A | 287,900 | 25,871,000 | 8.35% | ||
| 2 | AMAZON COM INC | 74,994 | 24,357,000 | 7.86% | ||
| 3 | LINKEDIN CORP COM CL A | 131,725 | 22,587,000 | 7.29% | ||
| 4 | FACEBOOK INC | 326,485 | 21,969,000 | 7.09% | ||
| 5 | Nimble Storage | 698,775 | 21,466,000 | 6.93% | ||
| 6 | YELP INC | 222,018 | 17,024,000 | 5.49% | ||
| 7 | PayPal | 616,906 | 16,262,000 | 5.25% | ||
| 8 | SPLUNK | 239,300 | 13,240,000 | 4.27% | ||
| 9 | TWITTER INC | 291,770 | 11,954,000 | 3.86% | ||
| 10 | SERVICENOW INC | 192,226 | 11,910,000 | 3.84% | ||
| 11 | MERCADOLIBRE INC | 123,270 | 11,760,000 | 3.80% | ||
| 12 | PALO ALTO NETWORKS | 137,929 | 11,565,000 | 3.73% | ||
| 13 | GUIDEWIRE SOFTWARE INC | 268,518 | 10,918,000 | 3.52% | ||
| 14 | NETSUITE INC | 121,694 | 10,573,000 | 3.41% | ||
| 15 | SALESFORCE COM INC | 181,678 | 10,552,000 | 3.41% | ||
| 16 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 15,630 | 9,138,000 | 2.95% | ||
| 17 | GOOGLE INC | 15,630 | 8,992,000 | 2.90% | ||
| 18 | FINANCIAL ENGINES INC | 191,674 | 8,679,000 | 2.80% | ||
| 19 | BAIDU INC | 27,541 | 5,145,000 | 1.66% | ||
| 20 | YUME INC COM | 702,642 | 4,146,000 | 1.34% | ||
| 21 | BERKSHIRE HATHAWAY B | 27,650 | 3,499,000 | 1.13% | ||
| 22 | Violin Memory, Inc. | 487,999 | 2,162,000 | 0.70% | ||
| 23 | LINEAR TECH | 43,001 | 2,024,000 | 0.65% | ||
| 24 | SCHLUMBERGER LTD | 16,000 | 1,887,000 | 0.61% | ||
| 25 | JOHNSON & JOHNSON | 17,428 | 1,823,000 | 0.59% | ||
| 26 | INTERNATIONAL BUSINESS MACHS | 9,240 | 1,675,000 | 0.54% | ||
| 27 | HALLIBURTON | 23,300 | 1,655,000 | 0.53% | ||
| 28 | INTEL CORP | 50,000 | 1,545,000 | 0.50% | ||
| 29 | GENERAL ELECTRIC CO | 56,016 | 1,472,000 | 0.48% | ||
| 30 | AbbVie Inc. | 25,000 | 1,411,000 | 0.46% | ||
| 31 | GENERAL MLS INC | 26,672 | 1,401,000 | 0.45% | ||
| 32 | Merck & Co., Inc. | 23,068 | 1,334,000 | 0.43% | ||
| 33 | EMC | 40,000 | 1,054,000 | 0.34% | ||
| 34 | VISA INC | 5,000 | 1,054,000 | 0.34% | ||
| 35 | ABBOTT LABS | 25,000 | 1,022,000 | 0.33% | ||
| 36 | ORACLE CORP | 20,000 | 811,000 | 0.26% | ||
| 37 | APPLE INC | 8,400 | 781,000 | 0.25% | ||
| 38 | Target CP | 13,140 | 761,000 | 0.25% | ||
| 39 | QUALCOMM INC | 8,800 | 697,000 | 0.22% | ||
| 40 | 3M Company | 4,000 | 573,000 | 0.18% | ||
| 41 | AUTOMATIC DATA PROCESSING IN | 6,911 | 548,000 | 0.18% | ||
| 42 | SILVER SPRING NETWORKS INC COM | 30,983 | 413,000 | 0.13% | ||
| 43 | INTUIT | 5,000 | 403,000 | 0.13% | ||
| 44 | ROYAL DUTCH SHELL PLC | 4,000 | 329,000 | 0.11% | ||
| 45 | LIBERTY GLOBAL PLC-A | 6,900 | 292,000 | 0.09% | ||
| 46 | SCHWAB CHARLES CORP | 10,000 | 269,000 | 0.09% | ||
| 47 | JONES LANG LASALLE | 1,750 | 221,000 | 0.07% | ||
| 48 | SPDR GOLD TR | 1,700 | 218,000 | 0.07% | ||
| 49 | NIKE INC | 2,600 | 202,000 | 0.07% | ||
| 50 | TIFFANY | 2,000 | 200,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-14-000007, filed 2014.08.06).
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.
