| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRUBHUB INC | 2,978,219 | 72,073,000 | 20.19% | ||
| 2 | HEXCEL CORP NEW COM | 1,259,260 | 58,493,000 | 16.38% | ||
| 3 | ALIBABA GROUP HLDG LTD | 674,450 | 54,813,000 | 15.35% | ||
| 4 | COGNEX CORP | 1,540,549 | 52,024,000 | 14.57% | ||
| 5 | TAL EDUCATION GROUP | 883,056 | 41,036,000 | 11.49% | ||
| 6 | ALPHABET INC | 52,956 | 40,187,000 | 11.26% | ||
| 7 | MULTI COLOR CORP COM | 327,400 | 19,582,000 | 5.49% | ||
| 8 | YIRENDAI LTD SPONSORED ADR | 725,275 | 6,854,000 | 1.92% | ||
| 9 | CORNING INC | 157,200 | 2,874,000 | 0.81% | ||
| 10 | AMAZON COM INC | 3,990 | 2,697,000 | 0.76% | ||
| 11 | BAIDU INC | 12,516 | 2,366,000 | 0.66% | ||
| 12 | ALPHABET INC | 2,607 | 2,028,000 | 0.57% | ||
| 13 | YELP INC | 68,600 | 1,976,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-002594, filed 2016.02.12).
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.
