| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 658,777 | 81,972,000 | 8.40% | ||
| 2 | FACEBOOK INC | 735,849 | 60,498,000 | 6.20% | ||
| 3 | QORVO | 720,309 | 57,409,000 | 5.88% | ||
| 4 | ELLIE MAE INCORPORATED | 1,001,716 | 55,405,000 | 5.68% | ||
| 5 | INFINERA CORPORATION COM | 2,703,254 | 53,173,000 | 5.45% | ||
| 6 | PALO ALTO NETWORKS | 363,190 | 53,055,000 | 5.43% | ||
| 7 | ZENDESK INC | 2,301,480 | 52,221,000 | 5.35% | ||
| 8 | NETEASE INC | 483,942 | 50,959,000 | 5.22% | ||
| 9 | ELECTRONIC ARTS INC | 826,717 | 48,623,000 | 4.98% | ||
| 10 | VIPSHOP HLDGS LTD | 1,508,637 | 44,414,000 | 4.55% | ||
| 11 | GRUBHUB INC | 943,483 | 42,825,000 | 4.39% | ||
| 12 | ALIBABA GROUP HLDG LTD | 479,897 | 39,947,000 | 4.09% | ||
| 13 | AMAZON COM INC | 106,105 | 39,482,000 | 4.04% | ||
| 14 | TABLEAU SOFTWARE INC CL A | 425,445 | 39,362,000 | 4.03% | ||
| 15 | JD COM INC ADR | 1,200,302 | 35,265,000 | 3.61% | ||
| 16 | INTERNATIONAL BUSINESS MACHS | 184,800 | 29,660,000 | 3.04% | Put | |
| 17 | GOOGLE INC | 47,842 | 26,217,000 | 2.69% | ||
| 18 | MICROSEMI CORP | 668,078 | 23,650,000 | 2.42% | ||
| 19 | INPHI CORP | 1,149,625 | 20,498,000 | 2.10% | ||
| 20 | LAM RESEARCH CORP | 250,958 | 17,626,000 | 1.81% | ||
| 21 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 24,357 | 13,511,000 | 1.38% | ||
| 22 | STMICROELECTRONICS N V | 1,408,240 | 13,141,000 | 1.35% | ||
| 23 | WIX COM LTD | 624,920 | 11,973,000 | 1.23% | ||
| 24 | NXP SEMICONDUCTORS N V | 116,455 | 11,687,000 | 1.20% | ||
| 25 | AVAGO TECHNOLOGIES LTD SHS | 91,615 | 11,633,000 | 1.19% | ||
| 26 | PRICELINE GRP INC | 9,423 | 10,970,000 | 1.12% | ||
| 27 | MACOM TECH SOLUTIONS HLDGS I | 279,206 | 10,403,000 | 1.07% | ||
| 28 | IMPERVA INC | 239,366 | 10,221,000 | 1.05% | ||
| 29 | SKYWORKS SOLUTIONS INC | 59,666 | 5,865,000 | 0.60% | ||
| 30 | 58 COM INC | 85,540 | 4,523,000 | 0.46% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387322-15-000004, filed 2015.05.18).
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.
