| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PURE STORAGE INC | 2,262,355 | 30,972,000 | 10.08% | ||
| 2 | ETSY INC | 3,539,261 | 30,792,000 | 10.02% | ||
| 3 | FACEBOOK INC | 209,930 | 23,953,000 | 7.79% | ||
| 4 | WORKDAY A | 307,789 | 23,651,000 | 7.69% | ||
| 5 | AMAZON COM INC | 39,620 | 23,520,000 | 7.65% | ||
| 6 | SALESFORCE COM INC | 276,808 | 20,437,000 | 6.65% | ||
| 7 | MERCADOLIBRE INC | 118,585 | 13,975,000 | 4.55% | ||
| 8 | SPLUNK | 280,094 | 13,705,000 | 4.46% | ||
| 9 | NETSUITE INC | 190,192 | 13,026,000 | 4.24% | ||
| 10 | LINKEDIN CORP COM CL A | 101,267 | 11,580,000 | 3.77% | ||
| 11 | SERVICENOW INC | 176,256 | 10,783,000 | 3.51% | ||
| 12 | NETFLIX INC | 103,997 | 10,632,000 | 3.46% | ||
| 13 | ALPHABET INC | 11,414 | 8,708,000 | 2.83% | ||
| 14 | PALO ALTO NETWORKS | 52,373 | 8,544,000 | 2.78% | ||
| 15 | ZILLOW GROUP | 344,455 | 8,174,000 | 2.66% | ||
| 16 | VEEVA SYS INC | 191,515 | 4,796,000 | 1.56% | ||
| 17 | Nimble Storage | 473,917 | 3,716,000 | 1.21% | ||
| 18 | ZENDESK INC | 164,520 | 3,443,000 | 1.12% | ||
| 19 | XACTLY CORP COM | 466,412 | 3,195,000 | 1.04% | ||
| 20 | ZILLOW GROUP INC | 122,805 | 3,138,000 | 1.02% | ||
| 21 | ALPHABET INC | 3,806 | 2,835,000 | 0.92% | ||
| 22 | PROOFPOINT INC | 48,601 | 2,614,000 | 0.85% | ||
| 23 | BERKSHIRE HATHAWAY B | 18,217 | 2,585,000 | 0.84% | ||
| 24 | ATLASSIAN CORP PLC | 81,683 | 2,054,000 | 0.67% | ||
| 25 | JOHNSON & JOHNSON | 17,428 | 1,886,000 | 0.61% | ||
| 26 | LINEAR TECH | 40,000 | 1,782,000 | 0.58% | ||
| 27 | GENERAL ELECTRIC CO | 56,016 | 1,781,000 | 0.58% | ||
| 28 | VISA INC | 22,815 | 1,745,000 | 0.57% | ||
| 29 | GENERAL MLS INC | 26,672 | 1,690,000 | 0.55% | ||
| 30 | INTEL CORP | 50,000 | 1,617,000 | 0.53% | ||
| 31 | AbbVie Inc. | 25,000 | 1,428,000 | 0.46% | ||
| 32 | Merck & Co., Inc. | 23,068 | 1,221,000 | 0.40% | ||
| 33 | ABBOTT LABS | 29,200 | 1,221,000 | 0.40% | ||
| 34 | SCHLUMBERGER LTD | 16,000 | 1,180,000 | 0.38% | ||
| 35 | WELLS FARGO & CO NEW | 23,340 | 1,129,000 | 0.37% | ||
| 36 | Target CP | 13,140 | 1,081,000 | 0.35% | ||
| 37 | APPLE INC | 9,760 | 1,064,000 | 0.35% | ||
| 38 | GUIDEWIRE SOFTWARE INC | 16,940 | 923,000 | 0.30% | ||
| 39 | HALLIBURTON | 22,885 | 817,000 | 0.27% | ||
| 40 | EOG Resources | 10,140 | 736,000 | 0.24% | ||
| 41 | SUNCOR ENERGY INC NEW | 25,915 | 721,000 | 0.23% | ||
| 42 | AUTOMATIC DATA PROCESSING IN | 8,041 | 721,000 | 0.23% | ||
| 43 | FINANCIAL ENGINES INC | 22,800 | 717,000 | 0.23% | ||
| 44 | LILLY ELI & CO | 9,880 | 711,000 | 0.23% | ||
| 45 | 3M Company | 4,000 | 667,000 | 0.22% | ||
| 46 | ROYAL DUTCH SHELL PLC | 13,015 | 631,000 | 0.21% | ||
| 47 | INTUIT | 5,000 | 520,000 | 0.17% | ||
| 48 | QUALCOMM INC | 7,000 | 358,000 | 0.12% | ||
| 49 | NIKE INC | 3,255 | 200,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-16-000011, filed 2016.05.13).
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.
