| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC | 947,580 | 197,523,000 | 7.07% | ||
| 2 | AMAZON COM INC | 361,863 | 121,718,000 | 4.36% | ||
| 3 | NETFLIX INC | 333,045 | 117,242,000 | 4.20% | ||
| 4 | FACEBOOK INC | 1,920,990 | 115,720,000 | 4.14% | ||
| 5 | PRICELINE GRP INC | 95,592 | 113,935,000 | 4.08% | ||
| 6 | Portfolio Recovery Ass | 1,957,655 | 113,270,000 | 4.06% | ||
| 7 | GOOGLE INC | 101,549 | 113,177,000 | 4.05% | ||
| 8 | LINKEDIN CORP COM CL A | 586,645 | 108,494,000 | 3.88% | ||
| 9 | Zillow, Inc. | 1,171,720 | 103,229,000 | 3.70% | ||
| 10 | PRECISION CASTPARTS | 324,805 | 82,098,000 | 2.94% | ||
| 11 | CELGENE CORP | 556,132 | 77,636,000 | 2.78% | ||
| 12 | CATAMARAN CORP COM | 1,594,925 | 71,389,000 | 2.56% | ||
| 13 | BE AEROSPACE INC | 814,750 | 70,712,000 | 2.53% | ||
| 14 | Pandora Media Inc | 2,289,770 | 69,426,000 | 2.49% | ||
| 15 | YELP INC | 892,010 | 68,622,000 | 2.46% | ||
| 16 | GILEAD SCIENCES INC | 967,325 | 68,545,000 | 2.45% | ||
| 17 | SCHWAB CHARLES CORP | 2,470,185 | 67,510,000 | 2.42% | ||
| 18 | COGNIZANT TECHNOLOGY SOLUTIO | 1,319,650 | 66,774,000 | 2.39% | ||
| 19 | PIONEER NAT RES CO | 349,425 | 65,391,000 | 2.34% | ||
| 20 | MEDIDATA SOLUTIONS INC | 1,095,255 | 59,516,000 | 2.13% | ||
| 21 | VIPSHOP HLDGS LTD | 384,708 | 57,437,000 | 2.06% | ||
| 22 | FIRST REP BK SAN FRANCISCO C | 1,046,850 | 56,519,000 | 2.02% | ||
| 23 | ALLIANCE DATA SYSTEM | 202,490 | 55,168,000 | 1.98% | ||
| 24 | FINANCIAL ENGINES INC | 1,072,830 | 54,478,000 | 1.95% | ||
| 25 | EBAY INC | 971,680 | 53,676,000 | 1.92% | ||
| 26 | LULULEMON ATHLETICA | 1,015,480 | 53,404,000 | 1.91% | ||
| 27 | MICHAEL KORS HLDGS LTD | 554,015 | 51,673,000 | 1.85% | ||
| 28 | HOMEAWAY INC | 1,276,300 | 48,078,000 | 1.72% | ||
| 29 | MERCADOLIBRE INC | 501,480 | 47,696,000 | 1.71% | ||
| 30 | SALIX PHARMACEUTICALS INC | 392,050 | 40,620,000 | 1.45% | ||
| 31 | ARTISAN PARTNERS ASSET MGMT | 596,500 | 38,325,000 | 1.37% | ||
| 32 | PayPal | 1,505,865 | 29,394,000 | 1.05% | ||
| 33 | SPLUNK | 397,750 | 28,435,000 | 1.02% | ||
| 34 | TWITTER INC | 605,255 | 28,247,000 | 1.01% | ||
| 35 | PACCAR INC | 412,060 | 27,789,000 | 1.00% | ||
| 36 | F5 NETWORKS INC | 250,530 | 26,714,000 | 0.96% | ||
| 37 | VINCE HLDG CORP | 980,900 | 25,857,000 | 0.93% | ||
| 38 | ROCKET FUEL INC COM | 533,510 | 22,877,000 | 0.82% | ||
| 39 | SERVICENOW INC | 380,470 | 22,798,000 | 0.82% | ||
| 40 | QUALCOMM INC | 287,300 | 22,656,000 | 0.81% | ||
| 41 | IPC THE HOSPITALIST CO | 432,676 | 21,236,000 | 0.76% | ||
| 42 | CHIPOTLE MEXICAN GRILL INC | 36,010 | 20,455,000 | 0.73% | ||
| 43 | FLUIDIGM CORP DEL COM | 448,000 | 19,743,000 | 0.71% | ||
| 44 | FIREEYE INC | 291,110 | 17,924,000 | 0.64% | ||
| 45 | WORKDAY A | 155,925 | 14,256,000 | 0.51% | ||
| 46 | ENVESTNET INC | 321,900 | 12,934,000 | 0.46% | ||
| 47 | MITEK SYS INC | 1,703,900 | 6,594,000 | 0.24% | ||
| 48 | TABLEAU SOFTWARE INC CL A | 30,000 | 2,282,000 | 0.08% | ||
| 49 | QIHOO 360 TECHNOLOGY CO LTD | 20,638 | 2,055,000 | 0.07% | ||
| 50 | CRITEO SA | 28,650 | 1,162,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001276918-14-000006, filed 2014.05.12).
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.
