| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETEASE INC | 748,176 | 89,871,000 | 8.92% | ||
| 2 | ELLIE MAE INCORPORATED | 1,215,842 | 80,939,000 | 8.03% | ||
| 3 | AMAZON COM INC | 140,145 | 71,739,000 | 7.12% | ||
| 4 | ANALOG DEVICES INC | 1,178,566 | 66,483,000 | 6.60% | ||
| 5 | APPLE INC | 568,460 | 62,701,000 | 6.22% | ||
| 6 | ZENDESK INC | 2,903,918 | 57,236,000 | 5.68% | ||
| 7 | FACEBOOK INC | 577,088 | 51,880,000 | 5.15% | ||
| 8 | ELECTRONIC ARTS INC | 664,005 | 44,986,000 | 4.47% | ||
| 9 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 64,078 | 40,905,000 | 4.06% | ||
| 10 | JD COM INC ADR | 1,152,978 | 30,047,000 | 2.98% | ||
| 11 | NETFLIX INC | 273,846 | 28,277,000 | 2.81% | ||
| 12 | ACTIVISION BLIZZARD INC | 860,548 | 26,582,000 | 2.64% | ||
| 13 | Wayfair Inc | 691,163 | 24,232,000 | 2.41% | ||
| 14 | PALO ALTO NETWORKS | 138,209 | 23,772,000 | 2.36% | ||
| 15 | GOOGLE INC | 38,595 | 23,482,000 | 2.33% | ||
| 16 | 58 COM INC | 452,607 | 21,295,000 | 2.11% | ||
| 17 | AVAGO TECHNOLOGIES LTD SHS | 166,460 | 20,809,000 | 2.07% | ||
| 18 | EPAM SYS INC | 277,929 | 20,711,000 | 2.06% | ||
| 19 | QORVO | 434,238 | 19,562,000 | 1.94% | ||
| 20 | MAXLINEAR INC COM | 1,513,452 | 18,827,000 | 1.87% | ||
| 21 | NVIDIA CORPORATION | 725,000 | 17,871,000 | 1.77% | ||
| 22 | BARNES & NOBLE INC | 1,431,461 | 17,335,000 | 1.72% | ||
| 23 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 556,254 | 16,727,000 | 1.66% | ||
| 24 | ADOBE INC | 199,599 | 16,411,000 | 1.63% | ||
| 25 | APPLIED OPTOELECTRONICS INC | 810,125 | 15,214,000 | 1.51% | ||
| 26 | INPHI CORP | 598,092 | 14,378,000 | 1.43% | ||
| 27 | BARNES & NOBLE ED INC COM | 1,125,545 | 14,306,000 | 1.42% | ||
| 28 | NEW RELIC INC | 325,655 | 12,411,000 | 1.23% | ||
| 29 | SALESFORCE COM INC | 144,210 | 10,013,000 | 0.99% | ||
| 30 | MONOLITHIC PWR SYS INC COM | 183,800 | 9,411,000 | 0.93% | ||
| 31 | WORKDAY A | 135,771 | 9,349,000 | 0.93% | ||
| 32 | OCLARO INC | 3,831,018 | 8,811,000 | 0.87% | ||
| 33 | TABLEAU SOFTWARE INC CL A | 107,944 | 8,612,000 | 0.85% | ||
| 34 | LENDINGTREE INC NEW COM | 58,746 | 5,465,000 | 0.54% | ||
| 35 | MELLANOX TECHNOLOGIES LTD | 114,729 | 4,336,000 | 0.43% | ||
| 36 | IAC INTERACTIVECORP | 36,271 | 2,367,000 | 0.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387322-15-000007, filed 2015.11.16).
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.
