| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PURE STORAGE INC | 2,262,815 | 35,232,000 | 11.03% | ||
| 2 | ETSY INC | 3,551,351 | 29,334,000 | 9.18% | ||
| 3 | AMAZON COM INC | 42,107 | 28,460,000 | 8.91% | ||
| 4 | WORKDAY A | 349,279 | 27,831,000 | 8.71% | ||
| 5 | FACEBOOK INC | 261,920 | 27,413,000 | 8.58% | ||
| 6 | LINKEDIN CORP COM CL A | 100,457 | 22,611,000 | 7.08% | ||
| 7 | SALESFORCE COM INC | 225,111 | 17,649,000 | 5.52% | ||
| 8 | NETSUITE INC | 191,597 | 16,213,000 | 5.07% | ||
| 9 | MERCADOLIBRE INC | 134,460 | 15,374,000 | 4.81% | ||
| 10 | SPLUNK | 201,934 | 11,876,000 | 3.72% | ||
| 11 | SERVICENOW INC | 109,381 | 9,468,000 | 2.96% | ||
| 12 | ALPHABET INC | 11,414 | 8,880,000 | 2.78% | ||
| 13 | ZILLOW GROUP | 346,410 | 8,134,000 | 2.55% | ||
| 14 | Nimble Storage | 780,155 | 7,177,000 | 2.25% | ||
| 15 | PALO ALTO NETWORKS | 35,203 | 6,201,000 | 1.94% | ||
| 16 | VEEVA SYS INC | 192,075 | 5,541,000 | 1.73% | ||
| 17 | NETFLIX INC | 35,240 | 4,031,000 | 1.26% | ||
| 18 | XACTLY CORP COM | 466,412 | 3,978,000 | 1.24% | ||
| 19 | ZILLOW GROUP INC | 122,805 | 3,198,000 | 1.00% | ||
| 20 | BERKSHIRE HATHAWAY B | 23,857 | 3,150,000 | 0.99% | ||
| 21 | ALPHABET INC | 2,703 | 2,051,000 | 0.64% | ||
| 22 | JOHNSON & JOHNSON | 17,428 | 1,790,000 | 0.56% | ||
| 23 | GENERAL ELECTRIC CO | 56,016 | 1,745,000 | 0.55% | ||
| 24 | VISA INC | 22,355 | 1,734,000 | 0.54% | ||
| 25 | INTEL CORP | 50,000 | 1,722,000 | 0.54% | ||
| 26 | LINEAR TECH | 40,000 | 1,699,000 | 0.53% | ||
| 27 | GENERAL MLS INC | 26,672 | 1,538,000 | 0.48% | ||
| 28 | AbbVie Inc. | 25,000 | 1,481,000 | 0.46% | ||
| 29 | ABBOTT LABS | 29,200 | 1,311,000 | 0.41% | ||
| 30 | Merck & Co., Inc. | 23,068 | 1,218,000 | 0.38% | ||
| 31 | SCHLUMBERGER LTD | 16,000 | 1,116,000 | 0.35% | ||
| 32 | APPLE INC | 9,970 | 1,049,000 | 0.33% | ||
| 33 | GUIDEWIRE SOFTWARE INC | 16,940 | 1,019,000 | 0.32% | ||
| 34 | WELLS FARGO & CO NEW | 17,980 | 977,000 | 0.31% | ||
| 35 | Target CP | 13,140 | 954,000 | 0.30% | ||
| 36 | HALLIBURTON | 23,300 | 793,000 | 0.25% | ||
| 37 | FINANCIAL ENGINES INC | 22,800 | 768,000 | 0.24% | ||
| 38 | EOG Resources | 9,015 | 638,000 | 0.20% | ||
| 39 | 3M Company | 4,000 | 603,000 | 0.19% | ||
| 40 | AUTOMATIC DATA PROCESSING IN | 6,911 | 585,000 | 0.18% | ||
| 41 | SUNCOR ENERGY INC NEW | 22,525 | 581,000 | 0.18% | ||
| 42 | INTUIT | 5,000 | 482,000 | 0.15% | ||
| 43 | YUME INC COM | 133,052 | 467,000 | 0.15% | ||
| 44 | ROYAL DUTCH SHELL PLC | 8,500 | 389,000 | 0.12% | ||
| 45 | QUALCOMM INC | 7,000 | 350,000 | 0.11% | ||
| 46 | SCHWAB CHARLES CORP | 8,560 | 282,000 | 0.09% | ||
| 47 | NIKE INC | 3,850 | 241,000 | 0.08% | ||
| 48 | LIBERTY GLOBAL PLC-A | 5,300 | 216,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-16-000010, filed 2016.02.11).
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.
