| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC | 694,985 | 131,192,000 | 5.49% | ||
| 2 | AMAZON COM INC | 321,625 | 119,677,000 | 5.00% | ||
| 3 | NETFLIX INC | 264,516 | 110,221,000 | 4.61% | ||
| 4 | XPO LOGISTICS INC | 2,341,870 | 106,485,000 | 4.45% | ||
| 5 | FACEBOOK INC | 1,231,383 | 101,238,000 | 4.23% | ||
| 6 | CELGENE CORP | 829,666 | 95,644,000 | 4.00% | ||
| 7 | LINKEDIN CORP COM CL A | 364,843 | 91,160,000 | 3.81% | ||
| 8 | ZILLOW GROUP INC | 866,740 | 86,934,000 | 3.64% | ||
| 9 | PRA GROUP INC | 1,549,135 | 84,149,000 | 3.52% | ||
| 10 | SCHWAB CHARLES CORP | 2,721,870 | 82,854,000 | 3.46% | ||
| 11 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 131,894 | 73,162,000 | 3.06% | ||
| 12 | PRICELINE GRP INC | 61,661 | 71,783,000 | 3.00% | ||
| 13 | ALLIANCE DATA SYSTEM | 234,885 | 69,585,000 | 2.91% | ||
| 14 | VIPSHOP HLDGS LTD | 2,290,368 | 67,428,000 | 2.82% | ||
| 15 | GILEAD SCIENCES INC | 655,990 | 64,372,000 | 2.69% | ||
| 16 | ALIBABA GROUP HLDG LTD | 772,002 | 64,261,000 | 2.69% | ||
| 17 | MERCADOLIBRE INC | 484,910 | 59,411,000 | 2.48% | ||
| 18 | MEDIDATA SOLUTIONS INC | 1,170,455 | 57,399,000 | 2.40% | ||
| 19 | PALO ALTO NETWORKS | 389,078 | 56,837,000 | 2.38% | ||
| 20 | HOMEAWAY INC | 1,813,070 | 54,700,000 | 2.29% | ||
| 21 | CHIPOTLE MEXICAN GRILL INC | 80,196 | 52,171,000 | 2.18% | ||
| 22 | REGENERON PHARMACEUTICALS | 112,096 | 50,609,000 | 2.12% | ||
| 23 | YELP INC | 1,042,515 | 49,363,000 | 2.06% | ||
| 24 | LULULEMON ATHLETICA | 736,670 | 47,162,000 | 1.97% | ||
| 25 | BIOMARIN | 369,782 | 46,082,000 | 1.93% | ||
| 26 | FIRST REP BK SAN FRANCISCO C | 797,200 | 45,512,000 | 1.90% | ||
| 27 | ALEXION PHARMACEUTIC | 261,123 | 45,253,000 | 1.89% | ||
| 28 | Pandora Media Inc | 2,671,550 | 43,306,000 | 1.81% | ||
| 29 | SERVICENOW INC | 518,030 | 40,810,000 | 1.71% | ||
| 30 | TWITTER INC | 746,665 | 37,393,000 | 1.56% | ||
| 31 | ILLUMINA INC | 186,255 | 34,576,000 | 1.45% | ||
| 32 | PIONEER NAT RES CO | 207,035 | 33,852,000 | 1.42% | ||
| 33 | SPLUNK | 570,490 | 33,773,000 | 1.41% | ||
| 34 | BAIDU INC | 147,363 | 30,710,000 | 1.28% | ||
| 35 | SALESFORCE COM INC | 392,796 | 26,243,000 | 1.10% | ||
| 36 | MICHAEL KORS HLDGS LTD | 386,955 | 25,442,000 | 1.06% | ||
| 37 | CRITEO SA | 598,220 | 23,630,000 | 0.99% | ||
| 38 | EXACT SCIENCES CORP | 1,061,030 | 23,364,000 | 0.98% | ||
| 39 | PayPal | 1,303,225 | 19,144,000 | 0.80% | ||
| 40 | VISA INC | 89,322 | 5,843,000 | 0.24% | ||
| 41 | LENDINGCLUB CORP | 177,625 | 3,490,000 | 0.15% | ||
| 42 | BIOGEN INC | 7,884 | 3,329,000 | 0.14% | ||
| 43 | TABLEAU SOFTWARE INC CL A | 27,880 | 2,579,000 | 0.11% | ||
| 44 | MOBILEYE N V AMSTELVEEN | 55,440 | 2,330,000 | 0.10% | ||
| 45 | APPLE INC | 17,855 | 2,222,000 | 0.09% | ||
| 46 | GOOGLE INC | 3,589 | 1,967,000 | 0.08% | ||
| 47 | MCKESSON CORP | 6,300 | 1,425,000 | 0.06% | ||
| 48 | STARBUCKS CORP | 14,040 | 1,330,000 | 0.06% | ||
| 49 | DISNEY WALT CO | 8,630 | 905,000 | 0.04% | ||
| 50 | QUALCOMM INC | 12,105 | 839,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001276918-15-000004, filed 2015.05.14).
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.
