| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC | 1,000,000 | 268,260,000 | 24.89% | ||
| 2 | AVAGO TECHNOLOGIES LTD SHS | 625,000 | 83,081,000 | 7.71% | ||
| 3 | APPLE INC | 500,000 | 62,713,000 | 5.82% | ||
| 4 | ALIBABA GROUP HLDG LTD | 700,000 | 57,589,000 | 5.34% | ||
| 5 | QORVO | 700,000 | 56,189,000 | 5.21% | ||
| 6 | TWITTER INC | 1,500,000 | 54,330,000 | 5.04% | ||
| 7 | LIONS GATE ENTERTAINMENT ORD | 1,250,000 | 46,313,000 | 4.30% | ||
| 8 | JD COM INC ADR | 1,300,000 | 44,330,000 | 4.11% | ||
| 9 | FACEBOOK INC | 500,000 | 42,883,000 | 3.98% | ||
| 10 | T-MOBILE | 1,000,000 | 38,770,000 | 3.60% | ||
| 11 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 800,000 | 34,280,000 | 3.18% | ||
| 12 | PROOFPOINT INC | 500,000 | 31,835,000 | 2.95% | ||
| 13 | IMPERVA INC | 450,000 | 30,465,000 | 2.83% | ||
| 14 | Ctrip.com Intl Ltd | 350,000 | 25,417,000 | 2.36% | ||
| 15 | ATMEL CORP | 2,350,000 | 23,159,000 | 2.15% | ||
| 16 | NOKIA CORP | 3,000,000 | 20,550,000 | 1.91% | ||
| 17 | Netflix Com Inc | 30,000 | 19,708,000 | 1.83% | ||
| 18 | PALO ALTO NETWORKS | 100,000 | 17,470,000 | 1.62% | ||
| 19 | CAVIUM INC | 250,000 | 17,203,000 | 1.60% | ||
| 20 | Integrated Device Technology I | 750,000 | 16,275,000 | 1.51% | ||
| 21 | CYBERARK SOFTWARE LTD SHS | 250,000 | 15,705,000 | 1.46% | ||
| 22 | MACOM TECH SOLUTIONS HLDGS I | 350,000 | 13,388,000 | 1.24% | ||
| 23 | FITBIT INC | 350,000 | 13,381,000 | 1.24% | ||
| 24 | LENDINGCLUB CORP | 800,000 | 11,800,000 | 1.10% | ||
| 25 | STARZ COM SER A | 225,000 | 10,062,000 | 0.93% | ||
| 26 | BITAUTO HLDGS LIMITED SPONSORED ADS | 175,000 | 8,934,000 | 0.83% | ||
| 27 | CYPRESS SEMICONDUCTRCORP | 650,000 | 7,644,000 | 0.71% | ||
| 28 | CHEGG INC COM | 750,000 | 5,880,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001166147-15-000010, filed 2015.08.07).
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.
