| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 199,323 | 149,466,000 | 7.04% | ||
| 2 | NETFLIX INC | 1,199,037 | 148,441,000 | 6.99% | ||
| 3 | XPO LOGISTICS INC | 2,885,815 | 124,552,000 | 5.86% | ||
| 4 | TESLA INC | 564,492 | 120,626,000 | 5.68% | ||
| 5 | FACEBOOK INC | 980,358 | 112,790,000 | 5.31% | ||
| 6 | SCHWAB CHARLES CORP | 2,327,390 | 91,862,000 | 4.32% | ||
| 7 | CELGENE CORP | 766,770 | 88,754,000 | 4.18% | ||
| 8 | MERCADOLIBRE INC | 497,513 | 77,682,000 | 3.66% | ||
| 9 | ZILLOW GROUP | 2,123,880 | 77,458,000 | 3.65% | ||
| 10 | PALO ALTO NETWORKS | 588,710 | 73,618,000 | 3.47% | ||
| 11 | PRICELINE GRP INC | 44,741 | 65,593,000 | 3.09% | ||
| 12 | ALPHABET INC | 81,381 | 64,490,000 | 3.04% | ||
| 13 | ELLIE MAE INCORPORATED | 664,890 | 55,638,000 | 2.62% | ||
| 14 | SIGNATURE BANK | 364,865 | 54,803,000 | 2.58% | ||
| 15 | REGENERON PHARMACEUTICALS | 145,976 | 53,586,000 | 2.52% | ||
| 16 | FIRST REP BK SAN FRANCISCO C | 551,325 | 50,799,000 | 2.39% | ||
| 17 | MONOLITHIC PWR SYS INC COM | 612,210 | 50,158,000 | 2.36% | ||
| 18 | ALEXION PHARMACEUTIC | 402,360 | 49,229,000 | 2.32% | ||
| 19 | SERVICENOW INC | 581,755 | 43,248,000 | 2.04% | ||
| 20 | DEXCOM | 684,015 | 40,836,000 | 1.92% | ||
| 21 | Pandora Media Inc | 2,938,865 | 38,323,000 | 1.80% | ||
| 22 | MEDIDATA SOLUTIONS INC | 698,465 | 34,693,000 | 1.63% | ||
| 23 | BANK OF THE OZARKS | 650,795 | 34,225,000 | 1.61% | ||
| 24 | LULULEMON ATHLETICA | 523,575 | 34,027,000 | 1.60% | ||
| 25 | ACUITY BRANDS INC | 147,050 | 33,948,000 | 1.60% | ||
| 26 | ULTA BEAUTY INC | 125,510 | 31,998,000 | 1.51% | ||
| 27 | SALESFORCE COM INC | 460,893 | 31,553,000 | 1.49% | ||
| 28 | SHAKE SHACK INC CL A | 874,030 | 31,282,000 | 1.47% | ||
| 29 | EXACT SCIENCES CORP | 2,327,770 | 31,099,000 | 1.46% | ||
| 30 | CHIPOTLE MEXICAN GRILL INC | 82,365 | 31,078,000 | 1.46% | ||
| 31 | BIOMARIN | 349,194 | 28,927,000 | 1.36% | ||
| 32 | UNDER ARMOUR INC | 815,725 | 23,697,000 | 1.12% | ||
| 33 | NEVRO CORP | 314,425 | 22,846,000 | 1.08% | ||
| 34 | ZELTIQ AESTHETICS INCORPORATED | 458,802 | 19,967,000 | 0.94% | ||
| 35 | ADOBE INC | 189,635 | 19,523,000 | 0.92% | ||
| 36 | UNDER ARMOUR INC C | 544,624 | 13,708,000 | 0.65% | ||
| 37 | SHOPIFY INC | 303,875 | 13,027,000 | 0.61% | ||
| 38 | PROOFPOINT INC | 155,075 | 10,956,000 | 0.52% | ||
| 39 | VISA INC | 70,334 | 5,487,000 | 0.26% | ||
| 40 | NVIDIA CORPORATION | 38,980 | 4,161,000 | 0.20% | ||
| 41 | 2U, Inc. | 106,900 | 3,223,000 | 0.15% | ||
| 42 | Wayfair Inc | 85,960 | 3,013,000 | 0.14% | ||
| 43 | ALPHABET INC | 2,390 | 1,845,000 | 0.09% | ||
| 44 | ALIBABA GROUP HLDG LTD | 20,897 | 1,835,000 | 0.09% | ||
| 45 | APPLE INC | 14,070 | 1,630,000 | 0.08% | ||
| 46 | STARBUCKS CORP | 28,230 | 1,567,000 | 0.07% | ||
| 47 | PAYPAL HLDGS INC | 39,525 | 1,560,000 | 0.07% | ||
| 48 | DISNEY WALT CO | 12,125 | 1,264,000 | 0.06% | ||
| 49 | QUALCOMM INC | 19,255 | 1,255,000 | 0.06% | ||
| 50 | TWILIO INC COM CL A | 40,760 | 1,176,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001276918-17-000002, filed 2017.02.10).
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.
