| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ETSY INC | 1,365,949 | 14,520,000 | 2.78% | ||
| 2 | HEXCEL CORP NEW COM | 386,283 | 21,072,000 | 4.03% | ||
| 3 | CAESARSTONE LTD | 2,322,130 | 84,177,000 | 16.10% | ||
| 4 | COGNEX CORP | 1,403,701 | 117,841,000 | 22.53% | ||
| 5 | ALIBABA GROUP HLDG LTD | 1,313,137 | 141,596,000 | 27.08% | ||
| 6 | GRUBHUB INC | 4,370,804 | 143,756,000 | 27.49% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001194, 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.
