| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRUBHUB INC | 3,435,704 | 106,747,000 | 29.06% | ||
| 2 | ALIBABA GROUP HLDG LTD | 1,135,987 | 90,345,000 | 24.60% | ||
| 3 | COGNEX CORP | 1,540,549 | 66,398,000 | 18.08% | ||
| 4 | CAESARSTONE LTD | 1,214,627 | 42,220,000 | 11.49% | ||
| 5 | MULTI COLOR CORP COM | 488,797 | 30,990,000 | 8.44% | ||
| 6 | HEXCEL CORP NEW COM | 386,283 | 16,085,000 | 4.38% | ||
| 7 | CHINA ONLINE ED GROUP | 263,500 | 5,225,000 | 1.42% | ||
| 8 | BAIDU INC | 20,736 | 3,425,000 | 0.93% | ||
| 9 | ETSY INC | 313,213 | 3,004,000 | 0.82% | ||
| 10 | AMAZON COM INC | 3,990 | 2,855,000 | 0.78% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003800, filed 2016.08.15).
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.
