| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 3,000,000 | 331,140,000 | 21.09% | ||
| 2 | TESLA INC | 1,250,000 | 278,012,000 | 17.71% | ||
| 3 | RF MICRO DEVICES I | 10,000,000 | 165,900,000 | 10.57% | ||
| 4 | FACEBOOK INC | 2,000,000 | 156,040,000 | 9.94% | ||
| 5 | TWITTER INC | 2,500,000 | 89,675,000 | 5.71% | ||
| 6 | SPANSION INC | 1,535,000 | 52,528,000 | 3.35% | ||
| 7 | Integrated Device Technology I | 2,640,000 | 51,744,000 | 3.30% | ||
| 8 | BAIDU INC | 200,000 | 45,594,000 | 2.90% | ||
| 9 | WORKDAY A | 550,000 | 44,885,000 | 2.86% | ||
| 10 | ALIBABA GROUP HLDG LTD | 400,000 | 41,576,000 | 2.65% | ||
| 11 | SALESFORCE COM INC | 700,000 | 41,517,000 | 2.64% | ||
| 12 | AMBARELLA INC | 800,000 | 40,576,000 | 2.58% | ||
| 13 | IMPERVA INC | 800,000 | 39,544,000 | 2.52% | ||
| 14 | SOLARCITY CORP | 650,000 | 34,762,000 | 2.21% | ||
| 15 | LIONS GATE ENTERTAINMENT ORD | 1,000,000 | 32,020,000 | 2.04% | ||
| 16 | JD COM INC ADR | 1,250,000 | 28,925,000 | 1.84% | ||
| 17 | LENDINGCLUB CORP | 725,000 | 18,342,000 | 1.17% | ||
| 18 | TRUECAR INC | 750,000 | 17,175,000 | 1.09% | ||
| 19 | CBS CORP NEW | 300,000 | 16,602,000 | 1.06% | ||
| 20 | ON DECK CAP INC | 725,000 | 16,262,000 | 1.04% | ||
| 21 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 400,000 | 11,372,000 | 0.72% | ||
| 22 | VARONIS SYS INC COM | 200,000 | 6,566,000 | 0.42% | ||
| 23 | CHEGG INC COM | 750,000 | 5,182,000 | 0.33% | ||
| 24 | PARROT SA | 150,000 | 3,861,000 | 0.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166147-15-000003, filed 2015.02.13).
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.
