| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TWITTER INC | 4,000,000 | 200,320,000 | 19.90% | ||
| 2 | TESLA INC | 1,000,000 | 188,770,000 | 18.75% | ||
| 3 | FACEBOOK INC | 750,000 | 61,661,000 | 6.12% | ||
| 4 | QORVO | 750,000 | 59,775,000 | 5.94% | ||
| 5 | AVAGO TECHNOLOGIES LTD SHS | 350,000 | 44,443,000 | 4.41% | ||
| 6 | JD COM INC ADR | 1,500,000 | 44,070,000 | 4.38% | ||
| 7 | LIONS GATE ENTERTAINMENT ORD | 1,250,000 | 42,400,000 | 4.21% | ||
| 8 | PALO ALTO NETWORKS | 250,000 | 36,520,000 | 3.63% | ||
| 9 | PROOFPOINT INC | 600,000 | 35,532,000 | 3.53% | ||
| 10 | APPLE INC | 250,000 | 31,108,000 | 3.09% | ||
| 11 | Integrated Device Technology I | 1,500,000 | 30,030,000 | 2.98% | ||
| 12 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 725,000 | 29,906,000 | 2.97% | ||
| 13 | T-MOBILE | 800,000 | 25,352,000 | 2.52% | ||
| 14 | IMPERVA INC | 525,000 | 22,418,000 | 2.23% | ||
| 15 | CAVIUM INC | 300,000 | 21,246,000 | 2.11% | ||
| 16 | CYPRESS SEMICONDUCTRCORP | 1,250,000 | 17,638,000 | 1.75% | ||
| 17 | MICRON TECHNOLOGY INC | 600,000 | 16,278,000 | 1.62% | ||
| 18 | FIREEYE INC | 400,000 | 15,700,000 | 1.56% | ||
| 19 | ATMEL CORP | 1,750,000 | 14,403,000 | 1.43% | ||
| 20 | VARONIS SYS INC COM | 550,000 | 14,113,000 | 1.40% | ||
| 21 | MACOM TECH SOLUTIONS HLDGS I | 350,000 | 13,041,000 | 1.30% | ||
| 22 | ALTERA CORPORATION | 250,000 | 10,728,000 | 1.07% | ||
| 23 | AMBARELLA INC | 125,000 | 9,464,000 | 0.94% | ||
| 24 | STARZ COM SER A | 250,000 | 8,603,000 | 0.85% | ||
| 25 | MARVELL TECHNOLOGY GROUP LTD | 500,000 | 7,350,000 | 0.73% | ||
| 26 | CHEGG INC COM | 750,000 | 5,963,000 | 0.59% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166147-15-000006, filed 2015.05.15).
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.
