| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 41,527 | 34,771,000 | 10.98% | ||
| 2 | ETSY INC | 2,141,911 | 30,586,000 | 9.66% | ||
| 3 | PURE STORAGE INC | 1,972,995 | 26,734,000 | 8.45% | ||
| 4 | WORKDAY A | 273,779 | 25,103,000 | 7.93% | ||
| 5 | SALESFORCE COM INC | 320,239 | 22,843,000 | 7.22% | ||
| 6 | SERVICENOW INC | 247,079 | 19,556,000 | 6.18% | ||
| 7 | NETFLIX INC | 185,596 | 18,290,000 | 5.78% | ||
| 8 | SPLUNK | 310,157 | 18,200,000 | 5.75% | ||
| 9 | PALO ALTO NETWORKS | 109,609 | 17,464,000 | 5.52% | ||
| 10 | FACEBOOK INC | 135,470 | 17,377,000 | 5.49% | ||
| 11 | MERCADOLIBRE INC | 81,272 | 15,033,000 | 4.75% | ||
| 12 | ALPHABET INC | 11,394 | 9,161,000 | 2.89% | ||
| 13 | ZILLOW GROUP | 216,070 | 7,487,000 | 2.37% | ||
| 14 | VEEVA SYS INC | 175,952 | 7,263,000 | 2.29% | ||
| 15 | PROOFPOINT INC | 77,516 | 5,802,000 | 1.83% | ||
| 16 | ATLASSIAN CORP PLC | 189,053 | 5,666,000 | 1.79% | ||
| 17 | ZENDESK INC | 172,910 | 5,310,000 | 1.68% | ||
| 18 | ALPHABET INC | 4,514 | 3,509,000 | 1.11% | ||
| 19 | BERKSHIRE HATHAWAY B | 16,897 | 2,441,000 | 0.77% | ||
| 20 | JOHNSON & JOHNSON | 16,128 | 1,905,000 | 0.60% | ||
| 21 | INTEL CORP | 50,000 | 1,887,000 | 0.60% | ||
| 22 | GENERAL MLS INC | 26,672 | 1,704,000 | 0.54% | ||
| 23 | GENERAL ELECTRIC CO | 56,016 | 1,659,000 | 0.52% | ||
| 24 | VISA INC | 20,000 | 1,654,000 | 0.52% | ||
| 25 | AbbVie Inc. | 25,000 | 1,577,000 | 0.50% | ||
| 26 | Merck & Co., Inc. | 23,068 | 1,440,000 | 0.45% | ||
| 27 | SCHLUMBERGER LTD | 16,000 | 1,258,000 | 0.40% | ||
| 28 | ABBOTT LABS | 25,000 | 1,057,000 | 0.33% | ||
| 29 | GUIDEWIRE SOFTWARE INC | 16,940 | 1,016,000 | 0.32% | ||
| 30 | EOG Resources | 10,140 | 981,000 | 0.31% | ||
| 31 | APPLE INC | 8,400 | 950,000 | 0.30% | ||
| 32 | Target CP | 13,140 | 902,000 | 0.28% | ||
| 33 | HALLIBURTON | 20,000 | 898,000 | 0.28% | ||
| 34 | WELLS FARGO & CO NEW | 19,165 | 849,000 | 0.27% | ||
| 35 | SUNCOR ENERGY INC NEW | 25,915 | 720,000 | 0.23% | ||
| 36 | 3M Company | 4,000 | 705,000 | 0.22% | ||
| 37 | ROYAL DUTCH SHELL PLC | 13,015 | 652,000 | 0.21% | ||
| 38 | LILLY ELI & CO | 7,880 | 632,000 | 0.20% | ||
| 39 | AUTOMATIC DATA PROCESSING IN | 7,130 | 629,000 | 0.20% | ||
| 40 | INTUIT | 5,000 | 550,000 | 0.17% | ||
| 41 | Nimble Storage | 37,000 | 327,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-16-000015, filed 2016.10.28).
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.
