| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY A | 274,359 | 23,159,000 | 8.85% | ||
| 2 | AMAZON COM INC | 60,384 | 22,469,000 | 8.58% | ||
| 3 | FACEBOOK INC | 254,195 | 20,899,000 | 7.98% | ||
| 4 | LINKEDIN CORP COM CL A | 70,905 | 17,716,000 | 6.77% | ||
| 5 | YELP INC | 355,352 | 16,826,000 | 6.43% | ||
| 6 | Nimble Storage | 754,010 | 16,822,000 | 6.43% | ||
| 7 | TWITTER INC | 335,165 | 16,785,000 | 6.41% | ||
| 8 | ZILLOW GROUP INC | 133,545 | 13,395,000 | 5.12% | ||
| 9 | SALESFORCE COM INC | 148,583 | 9,927,000 | 3.79% | ||
| 10 | MERCADOLIBRE INC | 70,193 | 8,600,000 | 3.29% | ||
| 11 | DEMANDWARE INC | 135,417 | 8,247,000 | 3.15% | ||
| 12 | SERVICENOW INC | 100,746 | 7,937,000 | 3.03% | ||
| 13 | NETSUITE INC | 85,096 | 7,894,000 | 3.02% | ||
| 14 | PALO ALTO NETWORKS | 52,343 | 7,646,000 | 2.92% | ||
| 15 | SPLUNK | 118,860 | 7,037,000 | 2.69% | ||
| 16 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 12,319 | 6,833,000 | 2.61% | ||
| 17 | GUIDEWIRE SOFTWARE INC | 102,545 | 5,395,000 | 2.06% | ||
| 18 | GOOGLE INC | 9,587 | 5,254,000 | 2.01% | ||
| 19 | BERKSHIRE HATHAWAY B | 27,650 | 3,990,000 | 1.52% | ||
| 20 | VEEVA SYS INC | 149,420 | 3,815,000 | 1.46% | ||
| 21 | YUME INC COM | 694,642 | 3,605,000 | 1.38% | ||
| 22 | LINEAR TECH | 43,001 | 2,012,000 | 0.77% | ||
| 23 | BOX INC | 100,000 | 1,975,000 | 0.75% | ||
| 24 | Violin Memory, Inc. | 487,999 | 1,840,000 | 0.70% | ||
| 25 | JOHNSON & JOHNSON | 17,428 | 1,753,000 | 0.67% | ||
| 26 | INTEL CORP | 50,000 | 1,563,000 | 0.60% | ||
| 27 | GENERAL MLS INC | 26,672 | 1,510,000 | 0.58% | ||
| 28 | AbbVie Inc. | 25,000 | 1,463,000 | 0.56% | ||
| 29 | GENERAL ELECTRIC CO | 56,016 | 1,390,000 | 0.53% | ||
| 30 | SCHLUMBERGER LTD | 16,000 | 1,335,000 | 0.51% | ||
| 31 | Merck & Co., Inc. | 23,068 | 1,326,000 | 0.51% | ||
| 32 | VISA INC | 20,000 | 1,308,000 | 0.50% | ||
| 33 | ABBOTT LABS | 25,000 | 1,158,000 | 0.44% | ||
| 34 | FINANCIAL ENGINES INC | 27,050 | 1,132,000 | 0.43% | ||
| 35 | Target CP | 13,140 | 1,078,000 | 0.41% | ||
| 36 | APPLE INC | 8,400 | 1,045,000 | 0.40% | ||
| 37 | EMC | 40,000 | 1,022,000 | 0.39% | ||
| 38 | HALLIBURTON | 23,300 | 1,022,000 | 0.39% | ||
| 39 | 3M Company | 4,000 | 660,000 | 0.25% | ||
| 40 | QUALCOMM INC | 8,800 | 610,000 | 0.23% | ||
| 41 | AUTOMATIC DATA PROCESSING IN | 6,911 | 592,000 | 0.23% | ||
| 42 | INTUIT | 5,000 | 485,000 | 0.19% | ||
| 43 | SCHWAB CHARLES CORP | 10,000 | 304,000 | 0.12% | ||
| 44 | LIBERTY GLOBAL PLC-A | 5,300 | 264,000 | 0.10% | ||
| 45 | NIKE INC | 2,600 | 261,000 | 0.10% | ||
| 46 | ROYAL DUTCH SHELL PLC | 4,000 | 239,000 | 0.09% | ||
| 47 | OASIS PETE INC NEW | 11,000 | 156,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-15-000004, filed 2015.05.06).
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.
