| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC | 837,215 | 200,982,000 | 7.07% | ||
| 2 | NETFLIX INC | 318,950 | 140,529,000 | 4.94% | ||
| 3 | AMAZON COM INC | 407,661 | 132,400,000 | 4.65% | ||
| 4 | Zillow, Inc. | 868,470 | 124,130,000 | 4.36% | ||
| 5 | LINKEDIN CORP COM CL A | 654,060 | 112,152,000 | 3.94% | ||
| 6 | FACEBOOK INC | 1,592,170 | 107,137,000 | 3.77% | ||
| 7 | Portfolio Recovery Ass | 1,784,005 | 106,202,000 | 3.73% | ||
| 8 | PRICELINE GRP INC | 88,021 | 105,889,000 | 3.72% | ||
| 9 | CELGENE CORP | 1,176,224 | 101,014,000 | 3.55% | ||
| 10 | GILEAD SCIENCES INC | 1,023,720 | 84,877,000 | 2.98% | ||
| 11 | CATAMARAN CORP COM | 1,805,325 | 79,723,000 | 2.80% | ||
| 12 | PRECISION CASTPARTS | 315,125 | 79,538,000 | 2.80% | ||
| 13 | PIONEER NAT RES CO | 345,575 | 79,417,000 | 2.79% | ||
| 14 | Pandora Media Inc | 2,562,275 | 75,587,000 | 2.66% | ||
| 15 | YELP INC | 915,265 | 70,183,000 | 2.47% | ||
| 16 | SCHWAB CHARLES CORP | 2,431,360 | 65,477,000 | 2.30% | ||
| 17 | VIPSHOP HLDGS LTD | 342,158 | 64,237,000 | 2.26% | ||
| 18 | ALLIANCE DATA SYSTEM | 222,040 | 62,449,000 | 2.20% | ||
| 19 | HOMEAWAY INC | 1,711,010 | 59,577,000 | 2.09% | ||
| 20 | MEDIDATA SOLUTIONS INC | 1,379,955 | 59,076,000 | 2.08% | ||
| 21 | GOOGLE INC | 101,237 | 58,240,000 | 2.05% | ||
| 22 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 98,866 | 57,804,000 | 2.03% | ||
| 23 | FINANCIAL ENGINES INC | 1,222,055 | 55,335,000 | 1.95% | ||
| 24 | MERCADOLIBRE INC | 556,100 | 53,052,000 | 1.87% | ||
| 25 | FIRST REP BK SAN FRANCISCO C | 958,450 | 52,705,000 | 1.85% | ||
| 26 | MICHAEL KORS HLDGS LTD | 593,715 | 52,633,000 | 1.85% | ||
| 27 | COGNIZANT TECHNOLOGY SOLUTIO | 1,064,550 | 52,067,000 | 1.83% | ||
| 28 | CHIPOTLE MEXICAN GRILL INC | 77,125 | 45,697,000 | 1.61% | ||
| 29 | LULULEMON ATHLETICA | 1,078,730 | 43,667,000 | 1.54% | ||
| 30 | SALIX PHARMACEUTICALS INC | 349,640 | 43,128,000 | 1.52% | ||
| 31 | TWITTER INC | 1,032,930 | 42,319,000 | 1.49% | ||
| 32 | PayPal | 1,502,165 | 39,597,000 | 1.39% | ||
| 33 | PACCAR INC | 583,835 | 36,682,000 | 1.29% | ||
| 34 | ARTISAN PARTNERS ASSET MGMT | 632,000 | 35,822,000 | 1.26% | ||
| 35 | VINCE HLDG CORP | 959,100 | 35,122,000 | 1.23% | ||
| 36 | XPO LOGISTICS INC | 1,212,125 | 34,691,000 | 1.22% | ||
| 37 | SPLUNK | 608,070 | 33,645,000 | 1.18% | ||
| 38 | F5 NETWORKS INC | 244,730 | 27,273,000 | 0.96% | ||
| 39 | SERVICENOW INC | 421,810 | 26,135,000 | 0.92% | ||
| 40 | FIREEYE INC | 482,808 | 19,578,000 | 0.69% | ||
| 41 | IPC THE HOSPITALIST CO | 425,351 | 18,809,000 | 0.66% | ||
| 42 | FLUIDIGM CORP DEL COM | 573,000 | 16,846,000 | 0.59% | ||
| 43 | ENVESTNET INC | 313,650 | 15,344,000 | 0.54% | ||
| 44 | WORKDAY A | 153,625 | 13,805,000 | 0.49% | ||
| 45 | MITEK SYS INC | 1,708,050 | 5,688,000 | 0.20% | ||
| 46 | QIHOO 360 TECHNOLOGY CO LTD | 25,678 | 2,363,000 | 0.08% | ||
| 47 | TABLEAU SOFTWARE INC CL A | 30,110 | 2,148,000 | 0.08% | ||
| 48 | CRITEO SA | 43,200 | 1,459,000 | 0.05% | ||
| 49 | APPLE INC | 15,470 | 1,438,000 | 0.05% | ||
| 50 | QUALCOMM INC | 13,755 | 1,089,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001276918-14-000007, filed 2014.08.13).
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.
