| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LINKEDIN CORP COM CL A | 925,000 | 192,206,000 | 10.30% | ||
| 2 | WORKDAY A | 2,224,000 | 183,480,000 | 9.83% | ||
| 3 | TABLEAU SOFTWARE INC CL A | 2,405,000 | 174,723,000 | 9.36% | ||
| 4 | LIONS GATE ENTERTAINMENT ORD | 4,586,400 | 151,214,000 | 8.10% | ||
| 5 | ILLUMINA INC | 900,000 | 147,528,000 | 7.90% | ||
| 6 | TIME WARNER INC | 1,560,000 | 117,328,000 | 6.29% | ||
| 7 | TRANSDIGM GROUP INC COM | 617,783 | 113,876,000 | 6.10% | ||
| 8 | H & R BLOCK INC | 3,600,000 | 111,636,000 | 5.98% | ||
| 9 | Walgreens | 1,800,000 | 106,686,000 | 5.72% | ||
| 10 | TRIPADVISOR INC | 1,059,897 | 96,896,000 | 5.19% | ||
| 11 | AMERICAN TOWER CORP NEW | 1,000,000 | 93,630,000 | 5.02% | ||
| 12 | NETFLIX INC | 201,200 | 90,777,000 | 4.86% | ||
| 13 | RALPH LAUREN CORP | 500,000 | 82,365,000 | 4.41% | ||
| 14 | DAVITA INC | 770,000 | 56,318,000 | 3.02% | ||
| 15 | CONSTELLATION BRANDS INC | 635,000 | 55,347,000 | 2.97% | ||
| 16 | VALEANT PHARMACEUTICALS INTL | 356,300 | 46,747,000 | 2.50% | ||
| 17 | FACEBOOK INC | 521,321 | 41,205,000 | 2.21% | ||
| 18 | ZENDESK INC | 200,000 | 4,318,000 | 0.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001858, filed 2014.11.14).
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.
