| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 301,383 | 154,275,000 | 6.61% | ||
| 2 | TESLA INC | 618,255 | 153,575,000 | 6.58% | ||
| 3 | NETFLIX INC | 1,417,093 | 146,329,000 | 6.27% | ||
| 4 | FACEBOOK INC | 1,260,818 | 113,348,000 | 4.86% | ||
| 5 | CELGENE CORP | 896,210 | 96,943,000 | 4.15% | ||
| 6 | XPO LOGISTICS INC | 3,451,030 | 82,238,000 | 3.52% | ||
| 7 | SCHWAB CHARLES CORP | 2,681,113 | 76,573,000 | 3.28% | ||
| 8 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 118,261 | 75,494,000 | 3.24% | ||
| 9 | PRICELINE GRP INC | 60,688 | 75,063,000 | 3.22% | ||
| 10 | LINKEDIN CORP COM CL A | 378,306 | 71,927,000 | 3.08% | ||
| 11 | CHIPOTLE MEXICAN GRILL INC | 98,424 | 70,890,000 | 3.04% | ||
| 12 | ZILLOW GROUP | 2,477,105 | 66,882,000 | 2.87% | ||
| 13 | PALO ALTO NETWORKS | 379,490 | 65,272,000 | 2.80% | ||
| 14 | Pandora Media Inc | 2,923,665 | 62,391,000 | 2.67% | ||
| 15 | LENDINGCLUB CORP | 4,595,435 | 60,798,000 | 2.61% | ||
| 16 | ALLIANCE DATA SYSTEM | 223,910 | 57,988,000 | 2.49% | ||
| 17 | GILEAD SCIENCES INC | 583,945 | 57,338,000 | 2.46% | ||
| 18 | FIRST REP BK SAN FRANCISCO C | 888,938 | 55,799,000 | 2.39% | ||
| 19 | SALESFORCE COM INC | 755,806 | 52,476,000 | 2.25% | ||
| 20 | REGENERON PHARMACEUTICALS | 112,391 | 52,278,000 | 2.24% | ||
| 21 | HOMEAWAY INC | 1,820,147 | 48,307,000 | 2.07% | ||
| 22 | MERCADOLIBRE INC | 525,573 | 47,859,000 | 2.05% | ||
| 23 | PRA GROUP INC | 882,033 | 46,677,000 | 2.00% | ||
| 24 | ALEXION PHARMACEUTIC | 295,395 | 46,197,000 | 1.98% | ||
| 25 | LULULEMON ATHLETICA | 907,450 | 45,962,000 | 1.97% | ||
| 26 | MEDIDATA SOLUTIONS INC | 1,081,787 | 45,554,000 | 1.95% | ||
| 27 | BIOMARIN | 413,557 | 43,556,000 | 1.87% | ||
| 28 | ALIBABA GROUP HLDG LTD | 670,912 | 39,564,000 | 1.70% | ||
| 29 | VIPSHOP HLDGS LTD | 2,346,387 | 39,419,000 | 1.69% | ||
| 30 | ILLUMINA INC | 221,737 | 38,986,000 | 1.67% | ||
| 31 | ZILLOW GROUP INC | 1,236,670 | 35,530,000 | 1.52% | ||
| 32 | SERVICENOW INC | 493,270 | 34,258,000 | 1.47% | ||
| 33 | BAIDU INC | 240,967 | 33,111,000 | 1.42% | ||
| 34 | EXACT SCIENCES CORP | 1,775,665 | 31,944,000 | 1.37% | ||
| 35 | CRITEO SA | 736,050 | 27,631,000 | 1.18% | ||
| 36 | PAYPAL HLDGS INC | 845,790 | 26,253,000 | 1.13% | ||
| 37 | SPLUNK | 391,115 | 21,648,000 | 0.93% | ||
| 38 | VISA INC | 107,564 | 7,493,000 | 0.32% | ||
| 39 | TABLEAU SOFTWARE INC CL A | 34,345 | 2,740,000 | 0.12% | ||
| 40 | BIOGEN INC | 7,904 | 2,306,000 | 0.10% | ||
| 41 | APPLE INC | 20,045 | 2,211,000 | 0.09% | ||
| 42 | GOOGLE INC | 3,401 | 2,069,000 | 0.09% | ||
| 43 | MOBILEYE N V AMSTELVEEN | 42,145 | 1,917,000 | 0.08% | ||
| 44 | STARBUCKS CORP | 30,943 | 1,759,000 | 0.08% | ||
| 45 | EROS INTL PLC SHS NEW | 37,820 | 1,028,000 | 0.04% | ||
| 46 | DISNEY WALT CO | 9,855 | 1,007,000 | 0.04% | ||
| 47 | MCKESSON CORP | 4,885 | 904,000 | 0.04% | ||
| 48 | NORDSTROM INC | 9,749 | 699,000 | 0.03% | ||
| 49 | 2U, Inc. | 17,700 | 635,000 | 0.03% | ||
| 50 | BLACKROCK INC | 1,930 | 574,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001276918-15-000006, filed 2015.11.12).
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.
