| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC | 1,250,000 | 300,075,000 | 16.28% | ||
| 2 | TWITTER INC | 5,000,000 | 204,850,000 | 11.11% | ||
| 3 | FACEBOOK INC | 3,000,000 | 201,870,000 | 10.95% | ||
| 4 | APPLE INC | 2,100,000 | 195,153,000 | 10.59% | ||
| 5 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 200,000 | 116,934,000 | 6.34% | ||
| 6 | NETFLIX INC | 250,000 | 110,150,000 | 5.97% | ||
| 7 | WORKDAY A | 1,200,000 | 107,832,000 | 5.85% | ||
| 8 | SOLARCITY CORP | 1,500,000 | 105,900,000 | 5.74% | ||
| 9 | OPENTABLE INC | 450,000 | 46,620,000 | 2.53% | ||
| 10 | SUNEDISON INC | 2,000,000 | 45,200,000 | 2.45% | ||
| 11 | SALESFORCE COM INC | 750,000 | 43,560,000 | 2.36% | ||
| 12 | Zillow, Inc. | 300,000 | 42,879,000 | 2.33% | ||
| 13 | LIONS GATE ENTERTAINMENT ORD | 1,500,000 | 42,870,000 | 2.33% | ||
| 14 | MICRON TECHNOLOGY INC | 1,250,000 | 41,187,000 | 2.23% | ||
| 15 | RF MICRO DEVICES I | 4,000,000 | 38,360,000 | 2.08% | ||
| 16 | AMAZON COM INC | 100,000 | 32,478,000 | 1.76% | ||
| 17 | CANADIAN SOLAR INC | 1,000,000 | 31,260,000 | 1.70% | ||
| 18 | JINKOSOLAR HLDG CO LTD | 1,000,000 | 30,170,000 | 1.64% | ||
| 19 | TRIPADVISOR INC | 275,000 | 29,881,000 | 1.62% | ||
| 20 | DEMANDWARE INC | 350,000 | 24,279,000 | 1.32% | ||
| 21 | Integrated Device Technology I | 1,500,000 | 23,190,000 | 1.26% | ||
| 22 | Royal Gold Inc | 1,250,000 | 14,887,000 | 0.81% | ||
| 23 | ZENDESK INC | 600,000 | 10,428,000 | 0.57% | ||
| 24 | CHEGG INC COM | 500,000 | 3,520,000 | 0.19% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166147-14-000009, filed 2014.08.01).
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.
