| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETEASE INC | 621,336 | 90,010,000 | 8.21% | ||
| 2 | ELLIE MAE INCORPORATED | 1,124,120 | 78,452,000 | 7.15% | ||
| 3 | ANALOG DEVICES INC | 1,116,876 | 71,687,000 | 6.54% | ||
| 4 | FACEBOOK INC | 742,225 | 63,657,000 | 5.80% | ||
| 5 | AMAZON COM INC | 146,436 | 63,566,000 | 5.80% | ||
| 6 | APPLE INC | 500,076 | 62,722,000 | 5.72% | ||
| 7 | ZENDESK INC | 2,544,419 | 56,512,000 | 5.15% | ||
| 8 | ELECTRONIC ARTS INC | 829,254 | 55,145,000 | 5.03% | ||
| 9 | JD COM INC ADR | 1,543,622 | 52,638,000 | 4.80% | ||
| 10 | QORVO | 654,427 | 52,531,000 | 4.79% | ||
| 11 | IAC INTERACTIVECORP | 604,989 | 48,193,000 | 4.39% | ||
| 12 | SALESFORCE COM INC | 649,980 | 45,258,000 | 4.13% | ||
| 13 | PALO ALTO NETWORKS | 234,828 | 41,024,000 | 3.74% | ||
| 14 | TABLEAU SOFTWARE INC CL A | 309,573 | 35,694,000 | 3.25% | ||
| 15 | ALIBABA GROUP HLDG LTD | 416,495 | 34,265,000 | 3.12% | ||
| 16 | VIPSHOP HLDGS LTD | 1,362,639 | 30,319,000 | 2.76% | ||
| 17 | AVAGO TECHNOLOGIES LTD SHS | 204,055 | 27,125,000 | 2.47% | ||
| 18 | GOOGLE INC | 47,950 | 24,958,000 | 2.28% | ||
| 19 | WIX COM LTD | 797,417 | 18,835,000 | 1.72% | ||
| 20 | MICROSEMI CORP | 489,694 | 17,115,000 | 1.56% | ||
| 21 | MAXLINEAR INC COM | 1,301,057 | 15,743,000 | 1.44% | ||
| 22 | INPHI CORP | 669,201 | 15,298,000 | 1.39% | ||
| 23 | EPAM SYS INC | 202,593 | 14,431,000 | 1.32% | ||
| 24 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 24,347 | 13,148,000 | 1.20% | ||
| 25 | BARNES & NOBLE INC | 440,000 | 11,422,000 | 1.04% | ||
| 26 | NEW RELIC INC | 322,977 | 11,366,000 | 1.04% | ||
| 27 | MENTOR GRAPHICS CORP | 380,095 | 10,046,000 | 0.92% | ||
| 28 | ZEBRA TECHNOLOGIES CORPORATION CL A | 79,489 | 8,827,000 | 0.80% | ||
| 29 | IMPERVA INC | 125,000 | 8,463,000 | 0.77% | ||
| 30 | ATMEL CORP | 714,531 | 7,042,000 | 0.64% | ||
| 31 | Arris Group Inc | 212,009 | 6,487,000 | 0.59% | ||
| 32 | INFINERA CORPORATION COM | 162,139 | 3,402,000 | 0.31% | ||
| 33 | FITBIT INC | 21,000 | 803,000 | 0.07% | ||
| 34 | SHOPIFY INC | 19,998 | 679,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387322-15-000006, filed 2015.08.14).
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.
