| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 9,901 | 1,036,000 | 13.23% | ||
| 2 | NETFLIX INC | 5,895 | 674,000 | 8.60% | ||
| 3 | LAM RESEARCH CORP | 8,237 | 654,000 | 8.35% | ||
| 4 | AMAZON COM INC | 958 | 648,000 | 8.27% | ||
| 5 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 11,527 | 608,000 | 7.76% | ||
| 6 | INPHI CORP | 20,668 | 558,000 | 7.12% | ||
| 7 | YELP INC | 18,620 | 536,000 | 6.84% | ||
| 8 | MELLANOX TECHNOLOGIES LTD | 12,314 | 519,000 | 6.63% | ||
| 9 | AKAMAI TECH | 9,512 | 501,000 | 6.40% | ||
| 10 | APPLIED OPTOELECTRONICS INC | 27,072 | 465,000 | 5.94% | ||
| 11 | LINKEDIN CORP COM CL A | 1,662 | 374,000 | 4.77% | ||
| 12 | ALIBABA GROUP HLDG LTD | 4,079 | 332,000 | 4.24% | ||
| 13 | INFINERA CORPORATION COM | 18,060 | 327,000 | 4.17% | ||
| 14 | LATTICE SEMICONDUCTOR CORP | 36,162 | 234,000 | 2.99% | ||
| 15 | SALESFORCE COM INC | 2,399 | 188,000 | 2.40% | ||
| 16 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 5,703 | 179,000 | 2.29% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001296494-16-000007, filed 2016.02.10).
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.
