| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SERVICENOW INC | 2,367,729 | 207,105,000 | 7.61% | ||
| 2 | WORKDAY INC | 2,374,473 | 197,746,000 | 7.27% | ||
| 3 | SALESFORCE COM INC | 2,337,599 | 192,829,000 | 7.09% | ||
| 4 | SPLUNK INC | 3,020,045 | 188,119,000 | 6.91% | ||
| 5 | FACEBOOK INC | 1,318,275 | 187,261,000 | 6.88% | ||
| 6 | AMAZON COM INC | 172,509 | 152,936,000 | 5.62% | ||
| 7 | ACTIVISION BLIZZARD INC | 2,176,031 | 108,497,000 | 3.99% | ||
| 8 | PALO ALTO NETWORKS INC | 928,295 | 104,600,000 | 3.84% | ||
| 9 | COMMSCOPE HLDG COMPANY INCORPORATED | 2,377,426 | 99,162,000 | 3.64% | ||
| 10 | SBA COMMUNICATIONS CORP NEW | 804,140 | 96,794,000 | 3.56% | ||
| 11 | ARISTA NETWORKS INC | 730,750 | 96,656,000 | 3.55% | ||
| 12 | YELP INC | 2,813,298 | 92,136,000 | 3.39% | ||
| 13 | NETFLIX INC | 618,369 | 91,401,000 | 3.36% | ||
| 14 | CHARTER COMMUNICATIONS INC N | 277,666 | 90,886,000 | 3.34% | ||
| 15 | VISA INC | 904,675 | 80,398,000 | 2.95% | ||
| 16 | ALPHABET INC | 90,550 | 76,768,000 | 2.82% | ||
| 17 | ZAYO GROUP HOLDINGS | 2,332,677 | 76,745,000 | 2.82% | ||
| 18 | XILINX INC | 1,256,595 | 72,744,000 | 2.67% | ||
| 19 | INTEL CORP | 2,000,000 | 72,140,000 | 2.65% | Call | |
| 20 | COMCAST CORP NEW | 1,883,910 | 70,816,000 | 2.60% | ||
| 21 | COMPUTER SCIENCES CORP | 729,972 | 50,375,000 | 1.85% | ||
| 22 | WYNN RESORTS LTD | 400,256 | 45,873,000 | 1.69% | ||
| 23 | MASTERCARD INCORPORATED | 261,069 | 29,362,000 | 1.08% | ||
| 24 | SS&C TECHNOLOGIES HLDGS INC | 757,915 | 26,830,000 | 0.99% | ||
| 25 | MOTOROLA SOLUTIONS INC | 299,284 | 25,804,000 | 0.95% | ||
| 26 | VODAFONE GROUP PLC NEW | 692,900 | 18,313,000 | 0.67% | ||
| 27 | BROADCOM LTD | 83,270 | 18,233,000 | 0.67% | ||
| 28 | RED HAT INC | 206,300 | 17,845,000 | 0.66% | Put | |
| 29 | INFOSYS LTD | 1,000,000 | 15,800,000 | 0.58% | Call | |
| 30 | CAVIUM INC | 212,925 | 15,258,000 | 0.56% | ||
| 31 | APPLIED MATLS INC | 353,969 | 13,769,000 | 0.51% | ||
| 32 | 3-D SYS CORP DEL | 745,200 | 11,148,000 | 0.41% | Put | |
| 33 | INPHI CORPORATION | 217,937 | 10,640,000 | 0.39% | ||
| 34 | LAS VEGAS SANDS CORP | 165,000 | 9,417,000 | 0.35% | ||
| 35 | NVIDIA CORPORATION | 84,700 | 9,226,000 | 0.34% | ||
| 36 | CADENCE DESIGN SYSTEM INC | 291,799 | 9,162,000 | 0.34% | ||
| 37 | TESLA INC | 30,700 | 8,544,000 | 0.31% | ||
| 38 | ADVANCED MICRO DEVICES INC | 460,300 | 6,697,000 | 0.25% | ||
| 39 | WESTERN DIGITAL CORP | 77,800 | 6,421,000 | 0.24% | ||
| 40 | ZENDESK INC | 225,350 | 6,319,000 | 0.23% | ||
| 41 | LAM RESEARCH CORP | 36,200 | 4,647,000 | 0.17% | ||
| 42 | ANALOG DEVICES INC | 55,800 | 4,573,000 | 0.17% | ||
| 43 | IPG PHOTONICS CORP | 7,047 | 851,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001198, filed 2017.05.15).
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.
