| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COUPA SOFTWARE INC | 4,731,839 | 120,188,000 | 19.25% | ||
| 2 | Pandora Media Inc | 7,386,645 | 88,134,000 | 14.11% | ||
| 3 | EXPEDIA INC DEL | 256,542 | 32,368,000 | 5.18% | ||
| 4 | BROADCOM LTD F | 131,047 | 28,694,000 | 4.60% | ||
| 5 | AMAZON COM INC | 31,422 | 27,857,000 | 4.46% | ||
| 6 | PALO ALTO NETWORKS INC | 227,508 | 25,636,000 | 4.11% | ||
| 7 | CARBONITE INC COM | 1,225,083 | 24,868,000 | 3.98% | ||
| 8 | SALESFORCE COM INC | 289,024 | 23,842,000 | 3.82% | ||
| 9 | INTERXION HOLDING N.V | 539,884 | 21,358,000 | 3.42% | ||
| 10 | EURONET WORLDWIDE INC | 244,491 | 20,909,000 | 3.35% | ||
| 11 | FACEBOOK INC | 131,050 | 18,616,000 | 2.98% | ||
| 12 | ALLIANCE DATA SYSTEMS CORP | 70,748 | 17,616,000 | 2.82% | ||
| 13 | LAM RESEARCH CORP | 136,763 | 17,555,000 | 2.81% | ||
| 14 | ZILLOW GROUP INC | 503,053 | 17,008,000 | 2.72% | ||
| 15 | WORKDAY INC | 202,467 | 16,861,000 | 2.70% | ||
| 16 | LENDINGCLUB CORP | 2,844,190 | 15,615,000 | 2.50% | ||
| 17 | YELP INC | 440,210 | 14,417,000 | 2.31% | ||
| 18 | CYRUSONE INC | 249,380 | 12,836,000 | 2.06% | ||
| 19 | EQUINIX INC | 31,700 | 12,692,000 | 2.03% | ||
| 20 | ELECTRONIC ARTS INC | 135,960 | 12,171,000 | 1.95% | ||
| 21 | BOX INC | 682,030 | 11,124,000 | 1.78% | ||
| 22 | SYNAPTICS INC | 216,640 | 10,726,000 | 1.72% | ||
| 23 | FORMFACTOR INC COM | 904,055 | 10,713,000 | 1.72% | ||
| 24 | VANTIV INC | 148,460 | 9,519,000 | 1.52% | ||
| 25 | EVERBRIDGE INC | 290,596 | 5,966,000 | 0.96% | ||
| 26 | CPI CARD GROUP INC | 844,226 | 3,546,000 | 0.57% | ||
| 27 | ZENDESK INC | 76,234 | 2,138,000 | 0.34% | ||
| 28 | MARIN SOFTWARE INC | 738,027 | 1,327,000 | 0.21% | ||
| 29 | MULESOFT INC | 5,000 | 122,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-020584, filed 2017.05.15).
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.
