| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ETSY INC | 3,539,261 | 33,942,000 | 11.07% | ||
| 2 | AMAZON COM INC | 39,222 | 28,068,000 | 9.15% | ||
| 3 | FACEBOOK INC | 208,535 | 23,831,000 | 7.77% | ||
| 4 | WORKDAY A | 305,779 | 22,833,000 | 7.45% | ||
| 5 | PURE STORAGE INC | 2,071,495 | 22,579,000 | 7.36% | ||
| 6 | SALESFORCE COM INC | 276,808 | 21,981,000 | 7.17% | ||
| 7 | MERCADOLIBRE INC | 118,585 | 16,681,000 | 5.44% | ||
| 8 | SPLUNK | 280,094 | 15,175,000 | 4.95% | ||
| 9 | NETSUITE INC | 190,192 | 13,846,000 | 4.51% | ||
| 10 | NETFLIX INC | 141,915 | 12,982,000 | 4.23% | ||
| 11 | SERVICENOW INC | 186,493 | 12,383,000 | 4.04% | ||
| 12 | PALO ALTO NETWORKS | 82,456 | 10,112,000 | 3.30% | ||
| 13 | ZILLOW GROUP | 216,070 | 7,839,000 | 2.56% | ||
| 14 | ALPHABET INC | 11,114 | 7,819,000 | 2.55% | ||
| 15 | VEEVA SYS INC | 191,515 | 6,534,000 | 2.13% | ||
| 16 | ATLASSIAN CORP PLC | 189,053 | 4,896,000 | 1.60% | ||
| 17 | PROOFPOINT INC | 77,516 | 4,890,000 | 1.59% | ||
| 18 | ZENDESK INC | 172,910 | 4,561,000 | 1.49% | ||
| 19 | XACTLY CORP COM | 332,109 | 4,254,000 | 1.39% | ||
| 20 | ALPHABET INC | 3,806 | 2,634,000 | 0.86% | ||
| 21 | BERKSHIRE HATHAWAY B | 16,897 | 2,447,000 | 0.80% | ||
| 22 | JOHNSON & JOHNSON | 16,128 | 1,956,000 | 0.64% | ||
| 23 | GENERAL MLS INC | 26,672 | 1,902,000 | 0.62% | ||
| 24 | LINEAR TECH | 40,000 | 1,861,000 | 0.61% | ||
| 25 | GENERAL ELECTRIC CO | 56,016 | 1,763,000 | 0.57% | ||
| 26 | INTEL CORP | 50,000 | 1,640,000 | 0.53% | ||
| 27 | AbbVie Inc. | 25,000 | 1,548,000 | 0.50% | ||
| 28 | VISA INC | 20,000 | 1,483,000 | 0.48% | ||
| 29 | Merck & Co., Inc. | 23,068 | 1,329,000 | 0.43% | ||
| 30 | SCHLUMBERGER LTD | 16,000 | 1,265,000 | 0.41% | ||
| 31 | GUIDEWIRE SOFTWARE INC | 16,940 | 1,046,000 | 0.34% | ||
| 32 | ABBOTT LABS | 25,000 | 983,000 | 0.32% | ||
| 33 | Target CP | 13,140 | 917,000 | 0.30% | ||
| 34 | WELLS FARGO & CO NEW | 19,165 | 907,000 | 0.30% | ||
| 35 | HALLIBURTON | 20,000 | 906,000 | 0.30% | ||
| 36 | EOG Resources | 10,140 | 846,000 | 0.28% | ||
| 37 | APPLE INC | 8,400 | 803,000 | 0.26% | ||
| 38 | ROYAL DUTCH SHELL PLC | 13,015 | 719,000 | 0.23% | ||
| 39 | SUNCOR ENERGY INC NEW | 25,915 | 719,000 | 0.23% | ||
| 40 | 3M Company | 4,000 | 700,000 | 0.23% | ||
| 41 | AUTOMATIC DATA PROCESSING IN | 7,130 | 655,000 | 0.21% | ||
| 42 | LILLY ELI & CO | 7,880 | 621,000 | 0.20% | ||
| 43 | FINANCIAL ENGINES INC | 22,800 | 590,000 | 0.19% | ||
| 44 | INTUIT | 5,000 | 558,000 | 0.18% | ||
| 45 | QUALCOMM INC | 7,000 | 375,000 | 0.12% | ||
| 46 | Nimble Storage | 37,000 | 295,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-16-000013, filed 2016.07.28).
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.
