| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 166,409 | 147,528,000 | 6.79% | ||
| 2 | NETFLIX INC | 982,127 | 145,168,000 | 6.68% | ||
| 3 | TESLA INC | 497,722 | 138,516,000 | 6.38% | ||
| 4 | FACEBOOK INC | 803,528 | 114,141,000 | 5.25% | ||
| 5 | XPO LOGISTICS INC | 2,204,805 | 105,588,000 | 4.86% | ||
| 6 | MERCADOLIBRE INC | 444,652 | 94,031,000 | 4.33% | ||
| 7 | CELGENE CORP | 695,104 | 86,492,000 | 3.98% | ||
| 8 | SCHWAB CHARLES CORP | 2,101,695 | 85,770,000 | 3.95% | ||
| 9 | PRICELINE GRP INC | 40,350 | 71,822,000 | 3.31% | ||
| 10 | ZILLOW GROUP INC | 1,946,940 | 65,553,000 | 3.02% | ||
| 11 | MONOLITHIC PWR SYS INC | 681,610 | 62,776,000 | 2.89% | ||
| 12 | ALPHABET INC | 73,070 | 61,949,000 | 2.85% | ||
| 13 | ELLIE MAE INCORPORATED | 591,110 | 59,271,000 | 2.73% | ||
| 14 | REGENERON PHARMACEUTICALS | 150,740 | 58,413,000 | 2.69% | ||
| 15 | DEXCOM INC | 672,150 | 56,951,000 | 2.62% | ||
| 16 | EXACT SCIENCES CORP | 2,353,105 | 55,580,000 | 2.56% | ||
| 17 | SIGNATURE BANK | 324,449 | 48,145,000 | 2.22% | ||
| 18 | BANK OF THE OZARKS INC | 918,035 | 47,747,000 | 2.20% | ||
| 19 | SERVICENOW INC | 538,169 | 47,074,000 | 2.17% | ||
| 20 | PALO ALTO NETWORKS INC | 413,552 | 46,599,000 | 2.15% | ||
| 21 | NEVRO CORP COM | 448,380 | 42,013,000 | 1.93% | ||
| 22 | SHOPIFY INC | 615,715 | 41,924,000 | 1.93% | ||
| 23 | FIRST REP BK SAN FRANCISCO C | 423,076 | 39,689,000 | 1.83% | ||
| 24 | ADOBE INC | 297,664 | 38,735,000 | 1.78% | ||
| 25 | ULTA BEAUTY INC | 134,623 | 38,399,000 | 1.77% | ||
| 26 | SHAKE SHACK INC | 1,061,995 | 35,471,000 | 1.63% | ||
| 27 | CHIPOTLE MEXICAN GRILL INC | 71,310 | 31,770,000 | 1.46% | ||
| 28 | Pandora Media Inc | 2,597,865 | 30,681,000 | 1.41% | ||
| 29 | INPHI CORPORATION | 588,810 | 28,746,000 | 1.32% | ||
| 30 | LULULEMON ATHLETICA INC | 548,995 | 28,476,000 | 1.31% | ||
| 31 | MEDIDATA SOLUTIONS INC | 487,720 | 28,137,000 | 1.30% | ||
| 32 | BIOMARIN PHARMACEUTICAL INC | 310,359 | 27,243,000 | 1.25% | ||
| 33 | PROOFPOINT INC | 338,130 | 25,143,000 | 1.16% | ||
| 34 | TWILIO INC | 768,610 | 22,190,000 | 1.02% | ||
| 35 | ALEXION PHARMACEUTIC | 180,828 | 21,924,000 | 1.01% | ||
| 36 | 2U, Inc. | 526,880 | 20,896,000 | 0.96% | ||
| 37 | Teladoc, Inc. | 489,375 | 12,234,000 | 0.56% | ||
| 38 | PORTOLA PHARMACEUTICALS INC | 263,870 | 10,341,000 | 0.48% | ||
| 39 | VISA INC | 74,244 | 6,598,000 | 0.30% | ||
| 40 | NVIDIA CORPORATION | 39,038 | 4,252,000 | 0.20% | ||
| 41 | WAYFAIR INC | 82,310 | 3,333,000 | 0.15% | ||
| 42 | APPLE INC | 16,545 | 2,377,000 | 0.11% | ||
| 43 | ALIBABA GROUP HLDG LTD | 20,872 | 2,251,000 | 0.10% | ||
| 44 | PAYPAL HLDGS INC | 47,590 | 2,047,000 | 0.09% | ||
| 45 | STARBUCKS CORP | 29,279 | 1,710,000 | 0.08% | ||
| 46 | ALPHABET INC | 2,058 | 1,707,000 | 0.08% | ||
| 47 | ACTIVISION BLIZZARD INC | 28,985 | 1,445,000 | 0.07% | ||
| 48 | MICROSOFT CORP | 21,069 | 1,388,000 | 0.06% | ||
| 49 | DISNEY WALT CO | 12,123 | 1,375,000 | 0.06% | ||
| 50 | HOME DEPOT INC | 8,928 | 1,311,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001276918-17-000003, filed 2017.05.12).
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.
