| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC | 1,250,000 | 303,350,000 | 14.10% | ||
| 2 | TWITTER INC | 5,750,000 | 296,585,000 | 13.79% | ||
| 3 | APPLE INC | 2,750,000 | 277,063,000 | 12.88% | ||
| 4 | FACEBOOK INC | 1,500,000 | 118,560,000 | 5.51% | ||
| 5 | RF MICRO DEVICES I | 10,000,000 | 115,400,000 | 5.36% | ||
| 6 | SOLARCITY CORP | 1,850,000 | 110,260,000 | 5.13% | ||
| 7 | WORKDAY A | 1,250,000 | 103,125,000 | 4.79% | ||
| 8 | NETFLIX INC | 225,000 | 101,515,000 | 4.72% | ||
| 9 | SALESFORCE COM INC | 1,250,000 | 71,912,000 | 3.34% | ||
| 10 | MICRON TECHNOLOGY INC | 2,000,000 | 68,520,000 | 3.18% | ||
| 11 | SUNEDISON INC | 3,500,000 | 66,080,000 | 3.07% | ||
| 12 | LIONS GATE ENTERTAINMENT ORD | 2,000,000 | 65,940,000 | 3.07% | ||
| 13 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 100,000 | 58,841,000 | 2.74% | ||
| 14 | Zillow, Inc. | 500,000 | 57,995,000 | 2.70% | ||
| 15 | Integrated Device Technology I | 3,500,000 | 55,825,000 | 2.59% | ||
| 16 | DREAMWORKS ANIMATION SKG INC | 1,750,000 | 47,723,000 | 2.22% | ||
| 17 | TABLEAU SOFTWARE INC CL A | 600,000 | 43,590,000 | 2.03% | ||
| 18 | YELP INC | 600,000 | 40,950,000 | 1.90% | ||
| 19 | SPANSION INC | 1,500,000 | 34,185,000 | 1.59% | ||
| 20 | MOBILEYE N V AMSTELVEEN | 450,000 | 24,116,000 | 1.12% | ||
| 21 | AMBARELLA INC | 500,000 | 21,835,000 | 1.01% | ||
| 22 | SENSATA TECHNOLOGIES HLDNG PLC SHS | 400,000 | 17,812,000 | 0.83% | ||
| 23 | TE CONNECTIVITY LTD | 300,000 | 16,587,000 | 0.77% | ||
| 24 | ZENDESK INC | 750,000 | 16,192,000 | 0.75% | ||
| 25 | DEMANDWARE INC | 250,000 | 12,730,000 | 0.59% | ||
| 26 | CHEGG INC COM | 750,000 | 4,680,000 | 0.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166147-14-000012, filed 2014.11.04).
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.
