| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHEGG INC COM | 500,000 | 3,500,000 | 0.19% | ||
| 2 | AMBARELLA INC | 150,000 | 4,006,000 | 0.21% | ||
| 3 | LIONS GATE ENTERTN | 250,000 | 6,682,000 | 0.35% | ||
| 4 | CRITEO S A | 250,000 | 10,137,000 | 0.54% | ||
| 5 | APPLIED MICRO CIRCUITS ORD | 1,100,000 | 10,890,000 | 0.58% | ||
| 6 | SUNPOWER CORP | 500,000 | 16,130,000 | 0.86% | ||
| 7 | FIREEYE INC | 450,000 | 27,706,000 | 1.47% | ||
| 8 | JINKOSOLAR HLDG CO LTD | 1,000,000 | 27,950,000 | 1.48% | ||
| 9 | ARUBA NETWORKS INC | 1,500,000 | 28,125,000 | 1.49% | ||
| 10 | Royal Gold Inc | 2,500,000 | 30,400,000 | 1.61% | ||
| 11 | TABLEAU SOFTWARE INC | 400,000 | 30,432,000 | 1.61% | ||
| 12 | SPLUNK INC | 500,000 | 35,745,000 | 1.90% | ||
| 13 | GT ADVANCED TECHNOLOGIES INC COM | 2,500,000 | 42,625,000 | 2.26% | ||
| 14 | Salesforce.com Inc | 750,000 | 42,817,000 | 2.27% | ||
| 15 | TRIPADVISOR INC | 500,000 | 45,295,000 | 2.40% | ||
| 16 | WORKDAY INC | 500,000 | 45,715,000 | 2.42% | ||
| 17 | MEDIDATA SOLUTIONS INC | 900,000 | 48,906,000 | 2.59% | ||
| 18 | AMAZON COM INC | 150,000 | 50,455,000 | 2.68% | ||
| 19 | ARM HOLDINGS PLC ADR | 1,000,000 | 50,970,000 | 2.70% | ||
| 20 | Netflix Com Inc | 150,000 | 52,804,000 | 2.80% | ||
| 21 | Zillow, Inc. | 600,000 | 52,860,000 | 2.80% | ||
| 22 | CANADIAN SOLAR INC | 1,750,000 | 56,070,000 | 2.97% | ||
| 23 | OPENTABLE INC | 750,000 | 57,697,000 | 3.06% | ||
| 24 | SunEdison Inc | 3,500,000 | 65,940,000 | 3.50% | ||
| 25 | SOLARCITY CORP | 1,500,000 | 93,930,000 | 4.98% | ||
| 26 | FACEBOOK INC | 2,000,000 | 120,480,000 | 6.39% | ||
| 27 | APPLE INC | 250,000 | 134,185,000 | 7.12% | ||
| 28 | TWITTER INC | 4,500,000 | 210,015,000 | 11.14% | ||
| 29 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 200,000 | 222,902,000 | 11.82% | ||
| 30 | TESLA INC | 1,250,000 | 260,562,000 | 13.82% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166147-14-000006, filed 2014.05.09).
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.
