| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 152,113 | 90,300,000 | 8.40% | ||
| 2 | ZENDESK INC | 3,913,816 | 81,916,000 | 7.62% | ||
| 3 | ELLIE MAE INCORPORATED | 809,395 | 73,364,000 | 6.82% | ||
| 4 | FACEBOOK INC | 618,488 | 70,569,000 | 6.56% | ||
| 5 | MICROSOFT CORP | 1,156,554 | 63,876,000 | 5.94% | ||
| 6 | ALPHABET INC | 76,181 | 58,118,000 | 5.40% | ||
| 7 | SALESFORCE COM INC | 732,190 | 54,058,000 | 5.03% | ||
| 8 | OCLARO INC | 7,838,514 | 42,328,000 | 3.94% | ||
| 9 | MAXLINEAR INC COM | 2,234,383 | 41,336,000 | 3.84% | ||
| 10 | NETEASE INC | 274,030 | 39,345,000 | 3.66% | ||
| 11 | FABRINET SHS | 1,142,184 | 36,950,000 | 3.44% | ||
| 12 | HUBSPOT INCORPORATED | 812,864 | 35,457,000 | 3.30% | ||
| 13 | INTERACTIVE INTELLIGENCE GRO COM | 814,641 | 29,669,000 | 2.76% | ||
| 14 | PALO ALTO NETWORKS | 178,452 | 29,113,000 | 2.71% | ||
| 15 | ALIBABA GROUP HLDG LTD | 357,899 | 28,285,000 | 2.63% | ||
| 16 | APPLE INC | 243,785 | 26,570,000 | 2.47% | ||
| 17 | NEW RELIC INC | 893,853 | 23,312,000 | 2.17% | ||
| 18 | ALPHABET INC | 31,204 | 23,245,000 | 2.16% | ||
| 19 | PROOFPOINT INC | 430,486 | 23,152,000 | 2.15% | ||
| 20 | CIRRUS LOGIC INC COM | 482,631 | 17,573,000 | 1.63% | ||
| 21 | LENDINGTREE INC NEW COM | 175,041 | 17,116,000 | 1.59% | ||
| 22 | ADOBE INC | 173,132 | 16,240,000 | 1.51% | ||
| 23 | Wayfair Inc | 353,156 | 15,263,000 | 1.42% | ||
| 24 | INPHI CORP | 450,007 | 15,003,000 | 1.40% | ||
| 25 | NETFLIX INC | 124,988 | 12,778,000 | 1.19% | ||
| 26 | MICROSTRATEGY INC CL A NEW | 70,703 | 12,707,000 | 1.18% | ||
| 27 | 58 COM INC | 226,073 | 12,581,000 | 1.17% | ||
| 28 | VIPSHOP HLDGS LTD | 971,719 | 12,516,000 | 1.16% | ||
| 29 | ELECTRONIC ARTS INC | 185,388 | 12,256,000 | 1.14% | ||
| 30 | SHOPIFY INC | 429,632 | 12,120,000 | 1.13% | ||
| 31 | APPLIED OPTOELECTRONICS INC | 730,804 | 10,896,000 | 1.01% | ||
| 32 | NVIDIA CORPORATION | 300,000 | 10,689,000 | 0.99% | ||
| 33 | EPAM SYS INC | 141,190 | 10,543,000 | 0.98% | ||
| 34 | MONOLITHIC PWR SYS INC COM | 159,223 | 10,133,000 | 0.94% | ||
| 35 | ATLASSIAN CORP PLC | 237,198 | 5,966,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387322-16-000015, filed 2016.05.16).
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.
