| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 46,891 | 35,162,000 | 11.98% | ||
| 2 | SALESFORCE COM INC | 366,997 | 25,125,000 | 8.56% | ||
| 3 | NETFLIX INC | 180,128 | 22,300,000 | 7.60% | ||
| 4 | PURE STORAGE INC | 1,962,315 | 22,194,000 | 7.56% | ||
| 5 | ALPHABET INC | 24,723 | 19,592,000 | 6.67% | ||
| 6 | PALO ALTO NETWORKS | 154,550 | 19,326,000 | 6.58% | ||
| 7 | WORKDAY A | 277,157 | 18,317,000 | 6.24% | ||
| 8 | SERVICENOW INC | 243,212 | 18,080,000 | 6.16% | ||
| 9 | FACEBOOK INC | 138,581 | 15,944,000 | 5.43% | ||
| 10 | ATLASSIAN CORP PLC | 554,396 | 13,350,000 | 4.55% | ||
| 11 | MERCADOLIBRE INC | 79,093 | 12,350,000 | 4.21% | ||
| 12 | SPLUNK | 238,423 | 12,195,000 | 4.15% | ||
| 13 | VEEVA SYS INC | 203,055 | 8,264,000 | 2.82% | ||
| 14 | ZILLOW GROUP | 212,709 | 7,757,000 | 2.64% | ||
| 15 | PROOFPOINT INC | 98,694 | 6,973,000 | 2.38% | ||
| 16 | NEW RELIC INC | 211,404 | 5,972,000 | 2.03% | ||
| 17 | ALPHABET INC | 4,200 | 3,242,000 | 1.10% | ||
| 18 | BERKSHIRE HATHAWAY B | 16,897 | 2,754,000 | 0.94% | ||
| 19 | JOHNSON & JOHNSON | 16,128 | 1,858,000 | 0.63% | ||
| 20 | INTEL CORP | 50,000 | 1,813,000 | 0.62% | ||
| 21 | GENERAL ELECTRIC CO | 56,016 | 1,770,000 | 0.60% | ||
| 22 | GENERAL MLS INC | 26,672 | 1,648,000 | 0.56% | ||
| 23 | AbbVie Inc. | 25,000 | 1,565,000 | 0.53% | ||
| 24 | VISA INC | 20,000 | 1,560,000 | 0.53% | ||
| 25 | Merck & Co., Inc. | 23,068 | 1,358,000 | 0.46% | ||
| 26 | SCHLUMBERGER LTD | 16,000 | 1,343,000 | 0.46% | ||
| 27 | HALLIBURTON | 20,000 | 1,082,000 | 0.37% | ||
| 28 | WELLS FARGO & CO NEW | 19,165 | 1,056,000 | 0.36% | ||
| 29 | EOG Resources | 10,140 | 1,025,000 | 0.35% | ||
| 30 | LILLY ELI & CO | 13,490 | 992,000 | 0.34% | ||
| 31 | APPLE INC | 8,400 | 973,000 | 0.33% | ||
| 32 | ABBOTT LABS | 25,000 | 960,000 | 0.33% | ||
| 33 | Target CP | 13,140 | 949,000 | 0.32% | ||
| 34 | SUNCOR ENERGY INC NEW | 25,915 | 847,000 | 0.29% | ||
| 35 | GUIDEWIRE SOFTWARE INC | 16,940 | 836,000 | 0.28% | ||
| 36 | AUTOMATIC DATA PROCESSING IN | 7,130 | 733,000 | 0.25% | ||
| 37 | 3M Company | 4,000 | 714,000 | 0.24% | ||
| 38 | ROYAL DUTCH SHELL PLC | 13,015 | 708,000 | 0.24% | ||
| 39 | INTUIT | 5,000 | 573,000 | 0.20% | ||
| 40 | Nimble Storage | 37,000 | 293,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000911270-17-000002, filed 2017.02.06).
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.
