| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Coupa Software Inc | 4,731,839 | 118,344,000 | 18.97% | ||
| 2 | Pandora Media Inc | 7,386,645 | 96,321,000 | 15.44% | ||
| 3 | YELP INC | 717,510 | 27,359,000 | 4.38% | ||
| 4 | EXPEDIA INC DEL | 228,362 | 25,869,000 | 4.15% | ||
| 5 | BROADCOM LTD F | 135,437 | 23,941,000 | 3.84% | ||
| 6 | ALLIANCE DATA SYSTEM | 104,138 | 23,796,000 | 3.81% | ||
| 7 | AMAZON COM INC | 31,672 | 23,750,000 | 3.81% | ||
| 8 | LAM RESEARCH CORP | 202,713 | 21,433,000 | 3.43% | ||
| 9 | CARBONITE INC | 1,252,226 | 20,537,000 | 3.29% | ||
| 10 | SALESFORCE COM INC | 297,514 | 20,368,000 | 3.26% | ||
| 11 | LIFELOCK INC | 848,371 | 20,293,000 | 3.25% | ||
| 12 | PALO ALTO NETWORKS | 149,818 | 18,735,000 | 3.00% | ||
| 13 | EURONET WORLDWIDE INC | 232,531 | 16,842,000 | 2.70% | ||
| 14 | SYNAPTICS INC | 305,595 | 16,374,000 | 2.62% | ||
| 15 | INTERXION HOLDING N.V | 454,209 | 15,929,000 | 2.55% | ||
| 16 | ZILLOW GROUP INC | 395,643 | 14,421,000 | 2.31% | ||
| 17 | CYRUSONE INC | 297,179 | 13,293,000 | 2.13% | ||
| 18 | FACEBOOK INC | 106,412 | 12,243,000 | 1.96% | ||
| 19 | VANTIV INC | 199,340 | 11,885,000 | 1.90% | ||
| 20 | MATCH GROUP | 691,788 | 11,830,000 | 1.90% | ||
| 21 | EQUINIX | 31,700 | 11,330,000 | 1.82% | ||
| 22 | WORKDAY A | 167,097 | 11,043,000 | 1.77% | ||
| 23 | FORMFACTOR INC COM | 871,394 | 9,760,000 | 1.56% | ||
| 24 | APPLIED MATLS INC | 269,517 | 8,697,000 | 1.39% | ||
| 25 | QUALCOMM INC | 92,380 | 6,023,000 | 0.97% | ||
| 26 | BLACKHAWK NETWORK COM USD0.001 | 153,470 | 5,782,000 | 0.93% | ||
| 27 | BOX INC | 293,170 | 4,063,000 | 0.65% | ||
| 28 | FOSSIL GROUP INC | 137,993 | 3,569,000 | 0.57% | ||
| 29 | EVERBRIDGE INC | 166,309 | 3,068,000 | 0.49% | ||
| 30 | CPI CARD GROUP INC | 682,861 | 2,834,000 | 0.45% | ||
| 31 | MARIN SOFTWARE INC | 738,027 | 1,733,000 | 0.28% | ||
| 32 | ZENDESK INC | 61,544 | 1,305,000 | 0.21% | ||
| 33 | LENDINGCLUB CORP | 234,510 | 1,231,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-006974, filed 2017.02.14).
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.
