| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ETSY INC | 3,182,441 | 44,713,000 | 14.23% | ||
| 2 | AMAZON COM INC | 58,019 | 25,185,000 | 8.01% | ||
| 3 | FACEBOOK INC | 268,670 | 23,042,000 | 7.33% | ||
| 4 | WORKDAY A | 299,359 | 22,868,000 | 7.28% | ||
| 5 | Nimble Storage | 764,375 | 21,448,000 | 6.83% | ||
| 6 | LINKEDIN CORP COM CL A | 94,855 | 19,600,000 | 6.24% | ||
| 7 | YELP INC | 389,352 | 16,754,000 | 5.33% | ||
| 8 | ZILLOW GROUP INC | 173,205 | 15,024,000 | 4.78% | ||
| 9 | TWITTER INC | 335,165 | 12,140,000 | 3.86% | ||
| 10 | SALESFORCE COM INC | 157,483 | 10,966,000 | 3.49% | ||
| 11 | DEMANDWARE INC | 147,712 | 10,499,000 | 3.34% | ||
| 12 | NETSUITE INC | 113,667 | 10,429,000 | 3.32% | ||
| 13 | MERCADOLIBRE INC | 70,068 | 9,929,000 | 3.16% | ||
| 14 | SERVICENOW INC | 103,831 | 7,716,000 | 2.46% | ||
| 15 | SPLUNK | 102,605 | 7,143,000 | 2.27% | ||
| 16 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 11,714 | 6,326,000 | 2.01% | ||
| 17 | PALO ALTO NETWORKS | 32,953 | 5,757,000 | 1.83% | ||
| 18 | VEEVA SYS INC | 194,820 | 5,461,000 | 1.74% | ||
| 19 | XACTLY CORP COM | 466,419 | 4,007,000 | 1.28% | ||
| 20 | YUME INC COM | 694,642 | 3,765,000 | 1.20% | ||
| 21 | BERKSHIRE HATHAWAY B | 27,650 | 3,763,000 | 1.20% | ||
| 22 | LINEAR TECH | 43,001 | 1,902,000 | 0.61% | ||
| 23 | JOHNSON & JOHNSON | 17,428 | 1,699,000 | 0.54% | ||
| 24 | AbbVie Inc. | 25,000 | 1,680,000 | 0.53% | ||
| 25 | GOOGLE INC | 3,106 | 1,617,000 | 0.51% | ||
| 26 | INTEL CORP | 50,000 | 1,521,000 | 0.48% | ||
| 27 | GENERAL ELECTRIC CO | 56,016 | 1,488,000 | 0.47% | ||
| 28 | GENERAL MLS INC | 26,672 | 1,486,000 | 0.47% | ||
| 29 | SCHLUMBERGER LTD | 16,000 | 1,379,000 | 0.44% | ||
| 30 | VISA INC | 20,000 | 1,343,000 | 0.43% | ||
| 31 | Merck & Co., Inc. | 23,068 | 1,313,000 | 0.42% | ||
| 32 | ABBOTT LABS | 25,000 | 1,227,000 | 0.39% | ||
| 33 | Violin Memory, Inc. | 487,999 | 1,196,000 | 0.38% | ||
| 34 | FINANCIAL ENGINES INC | 27,050 | 1,149,000 | 0.37% | ||
| 35 | Target CP | 13,140 | 1,073,000 | 0.34% | ||
| 36 | EMC | 40,000 | 1,056,000 | 0.34% | ||
| 37 | APPLE INC | 8,400 | 1,054,000 | 0.34% | ||
| 38 | HALLIBURTON | 23,300 | 1,004,000 | 0.32% | ||
| 39 | GUIDEWIRE SOFTWARE INC | 16,940 | 897,000 | 0.29% | ||
| 40 | 3M Company | 4,000 | 617,000 | 0.20% | ||
| 41 | AUTOMATIC DATA PROCESSING IN | 6,911 | 554,000 | 0.18% | ||
| 42 | QUALCOMM INC | 8,800 | 551,000 | 0.18% | ||
| 43 | INTUIT | 5,000 | 504,000 | 0.16% | ||
| 44 | SCHWAB CHARLES CORP | 10,000 | 326,000 | 0.10% | ||
| 45 | NIKE INC | 2,600 | 281,000 | 0.09% | ||
| 46 | LIBERTY GLOBAL PLC-A | 5,300 | 268,000 | 0.09% | ||
| 47 | ROYAL DUTCH SHELL PLC | 4,000 | 228,000 | 0.07% | ||
| 48 | OASIS PETE INC NEW | 11,000 | 174,000 | 0.06% | ||
| 49 | Laredo Petroleum Inc | 10,000 | 126,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-15-000006, filed 2015.08.07).
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.
