| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ETSY INC | 3,374,741 | 46,200,000 | 15.27% | ||
| 2 | AMAZON COM INC | 50,464 | 25,832,000 | 8.54% | ||
| 3 | FACEBOOK INC | 276,670 | 24,873,000 | 8.22% | ||
| 4 | WORKDAY A | 354,874 | 24,437,000 | 8.08% | ||
| 5 | LINKEDIN CORP COM CL A | 111,295 | 21,161,000 | 6.99% | ||
| 6 | Nimble Storage | 780,155 | 18,817,000 | 6.22% | ||
| 7 | NETSUITE INC | 195,312 | 16,387,000 | 5.42% | ||
| 8 | SALESFORCE COM INC | 219,538 | 15,243,000 | 5.04% | ||
| 9 | MERCADOLIBRE INC | 139,550 | 12,707,000 | 4.20% | ||
| 10 | ZILLOW GROUP | 346,410 | 9,353,000 | 3.09% | ||
| 11 | YELP INC | 389,352 | 8,433,000 | 2.79% | ||
| 12 | DEMANDWARE INC | 160,412 | 8,290,000 | 2.74% | ||
| 13 | ALPHABET INC | 11,414 | 7,286,000 | 2.41% | ||
| 14 | SERVICENOW INC | 101,381 | 7,041,000 | 2.33% | ||
| 15 | SPLUNK | 105,405 | 5,834,000 | 1.93% | ||
| 16 | PALO ALTO NETWORKS | 32,203 | 5,539,000 | 1.83% | ||
| 17 | VEEVA SYS INC | 230,470 | 5,395,000 | 1.78% | ||
| 18 | ZILLOW GROUP INC | 173,205 | 4,976,000 | 1.64% | ||
| 19 | XACTLY CORP COM | 466,412 | 3,638,000 | 1.20% | ||
| 20 | BERKSHIRE HATHAWAY B | 22,537 | 2,939,000 | 0.97% | ||
| 21 | YUME INC COM | 694,642 | 1,799,000 | 0.59% | ||
| 22 | ALPHABET INC | 2,870 | 1,746,000 | 0.58% | ||
| 23 | LINEAR TECH | 43,001 | 1,735,000 | 0.57% | ||
| 24 | JOHNSON & JOHNSON | 17,428 | 1,627,000 | 0.54% | ||
| 25 | INTEL CORP | 50,000 | 1,507,000 | 0.50% | ||
| 26 | GENERAL MLS INC | 26,672 | 1,497,000 | 0.49% | ||
| 27 | GENERAL ELECTRIC CO | 56,016 | 1,413,000 | 0.47% | ||
| 28 | VISA INC | 20,000 | 1,393,000 | 0.46% | ||
| 29 | AbbVie Inc. | 25,000 | 1,360,000 | 0.45% | ||
| 30 | Merck & Co., Inc. | 23,068 | 1,139,000 | 0.38% | ||
| 31 | SCHLUMBERGER LTD | 16,000 | 1,104,000 | 0.36% | ||
| 32 | Target CP | 13,140 | 1,034,000 | 0.34% | ||
| 33 | ABBOTT LABS | 25,000 | 1,005,000 | 0.33% | ||
| 34 | EMC | 40,000 | 966,000 | 0.32% | ||
| 35 | APPLE INC | 8,400 | 927,000 | 0.31% | ||
| 36 | GUIDEWIRE SOFTWARE INC | 16,940 | 891,000 | 0.29% | ||
| 37 | HALLIBURTON | 23,300 | 824,000 | 0.27% | ||
| 38 | FINANCIAL ENGINES INC | 27,050 | 797,000 | 0.26% | ||
| 39 | Violin Memory, Inc. | 487,999 | 673,000 | 0.22% | ||
| 40 | SUNCOR ENERGY INC NEW | 22,525 | 602,000 | 0.20% | ||
| 41 | WELLS FARGO & CO NEW | 11,270 | 579,000 | 0.19% | ||
| 42 | 3M Company | 4,000 | 567,000 | 0.19% | ||
| 43 | AUTOMATIC DATA PROCESSING IN | 6,911 | 555,000 | 0.18% | ||
| 44 | EOG Resources | 7,035 | 512,000 | 0.17% | ||
| 45 | QUALCOMM INC | 8,800 | 473,000 | 0.16% | ||
| 46 | INTUIT | 5,000 | 444,000 | 0.15% | ||
| 47 | NIKE INC | 2,600 | 320,000 | 0.11% | ||
| 48 | SCHWAB CHARLES CORP | 10,000 | 286,000 | 0.09% | ||
| 49 | LIBERTY GLOBAL PLC-A | 5,300 | 217,000 | 0.07% | ||
| 50 | OASIS PETE INC NEW | 11,000 | 95,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-15-000008, filed 2015.11.12).
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.
