| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | JD COM INC ADR | 20,921,329 | 614,669,000 | 6.74% | ||
| 2 | MASTERCARD INCORPORATED | 7,111,093 | 614,327,000 | 6.73% | ||
| 3 | TWENTY FIRST CENTY FOX INC | 16,805,219 | 568,689,000 | 6.23% | ||
| 4 | TRANSDIGM GROUP INC COM | 2,568,615 | 561,807,000 | 6.16% | ||
| 5 | ALIBABA GROUP HLDG LTD | 6,689,926 | 556,869,000 | 6.10% | ||
| 6 | FLEETCOR TECH | 3,293,300 | 497,025,000 | 5.45% | ||
| 7 | PRICELINE GRP INC | 414,817 | 482,909,000 | 5.29% | ||
| 8 | VIPSHOP HLDGS LTD | 15,950,149 | 469,572,000 | 5.15% | ||
| 9 | LIBERTY GLOBAL PLC | 9,288,326 | 462,652,000 | 5.07% | ||
| 10 | AUTOHOME INC | 8,735,000 | 384,078,000 | 4.21% | ||
| 11 | ZILLOW GROUP INC | 3,582,691 | 359,344,000 | 3.94% | ||
| 12 | RESTORATION HARDWARE HLDGS I | 3,193,410 | 316,754,000 | 3.47% | ||
| 13 | Hertz Global Holdings, Inc. | 14,207,250 | 308,013,000 | 3.38% | ||
| 14 | BITAUTO HLDGS LIMITED SPONSORED ADS | 5,922,953 | 301,360,000 | 3.30% | ||
| 15 | AVIS BUDGET GROUP | 4,850,254 | 286,238,000 | 3.14% | ||
| 16 | COLFAX CORP | 5,108,326 | 243,820,000 | 2.67% | ||
| 17 | Former Charter Communication (Del 5/18/2016) | 1,192,541 | 230,292,000 | 2.52% | ||
| 18 | LIBERTY INTERACTIVE CORP LBT VENT COM A DELETED | 5,290,000 | 222,233,000 | 2.44% | ||
| 19 | TABLEAU SOFTWARE INC CL A | 1,687,316 | 156,110,000 | 1.71% | ||
| 20 | LIBERTY BROADBAND-C | 2,751,951 | 155,760,000 | 1.71% | ||
| 21 | ON DECK CAP INC | 6,850,000 | 145,837,000 | 1.60% | ||
| 22 | 58 COM INC | 2,450,000 | 129,556,000 | 1.42% | ||
| 23 | KATE SPADE & CO | 3,576,165 | 119,408,000 | 1.31% | ||
| 24 | RESTAURANT BRANDS INTL INC | 2,345,012 | 90,072,000 | 0.99% | ||
| 25 | TRINET GROUP INC | 2,318,590 | 81,684,000 | 0.90% | ||
| 26 | GAMESTOP CORP NEW CL A | 2,000,000 | 75,920,000 | 0.83% | ||
| 27 | SANDERSON FARMS INC COM | 925,000 | 73,676,000 | 0.81% | ||
| 28 | MASONITE INTL CORP NEW COM | 1,025,000 | 68,942,000 | 0.76% | ||
| 29 | NETFLIX INC | 155,877 | 64,952,000 | 0.71% | ||
| 30 | UTI WORLDWIDE INC | 5,129,000 | 63,087,000 | 0.69% | ||
| 31 | VISA INC | 838,089 | 54,819,000 | 0.60% | ||
| 32 | PILGRIMS PRIDE CORP NEW | 2,000,000 | 45,180,000 | 0.50% | ||
| 33 | MAKEMYTRIP LIMITED MAURITIUS | 1,904,391 | 41,820,000 | 0.46% | ||
| 34 | VASCO DATA SEC INTL INC | 1,900,000 | 40,926,000 | 0.45% | ||
| 35 | 51JOB INC SP ADR REP COM | 1,125,623 | 36,318,000 | 0.40% | ||
| 36 | TWITTER INC | 500,000 | 25,040,000 | 0.27% | ||
| 37 | MOMO INC | 2,180,000 | 23,108,000 | 0.25% | ||
| 38 | INTERNATIONAL BUSINESS MACHS | 141,823 | 22,763,000 | 0.25% | ||
| 39 | ZHAOPIN LTD | 1,275,000 | 20,081,000 | 0.22% | ||
| 40 | CTRIP COM INTL LTD | 330,000 | 19,345,000 | 0.21% | ||
| 41 | 3-D SYS CORP DEL | 700,000 | 19,194,000 | 0.21% | ||
| 42 | INTREXON CORP | 300,000 | 13,611,000 | 0.15% | ||
| 43 | MYRIAD GENETICS INC | 291,097 | 10,305,000 | 0.11% | ||
| 44 | FIREEYE INC | 200,000 | 7,850,000 | 0.09% | ||
| 45 | HORTONWORKS INC COM | 260,400 | 6,208,000 | 0.07% | ||
| 46 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 150,000 | 6,188,000 | 0.07% | ||
| 47 | Nimble Storage | 250,000 | 5,578,000 | 0.06% | ||
| 48 | LENDINGCLUB CORP | 275,000 | 5,404,000 | 0.06% | ||
| 49 | YODLEE INC | 350,000 | 4,711,000 | 0.05% | ||
| 50 | TRULIA INC | 2,000,000 | 2,868,000 | 0.03% | PRN |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-15-004426, 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.
