| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRUBHUB INC | 4,370,804 | 164,430,000 | 33.02% | ||
| 2 | ALIBABA GROUP HLDG LTD | 1,313,137 | 115,307,000 | 23.15% | ||
| 3 | COGNEX CORP | 1,628,701 | 103,618,000 | 20.81% | ||
| 4 | CAESARSTONE LTD | 2,572,130 | 73,692,000 | 14.80% | ||
| 5 | HEXCEL CORP NEW COM | 386,283 | 19,870,000 | 3.99% | ||
| 6 | ETSY INC | 1,365,949 | 16,091,000 | 3.23% | ||
| 7 | CHINA ONLINE ED GROUP | 263,500 | 4,097,000 | 0.82% | ||
| 8 | AMERICAN EAGLE OUTFITTERS IN | 60,000 | 910,000 | 0.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000623, 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.
