| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 4,005,400 | 409,472,000 | 19.95% | ||
| 2 | WORKDAY A | 5,110,400 | 392,683,000 | 19.13% | ||
| 3 | TABLEAU SOFTWARE INC CL A | 5,400,000 | 247,698,000 | 12.07% | ||
| 4 | Pandora Media Inc | 22,746,794 | 203,584,000 | 9.92% | ||
| 5 | TRANSDIGM GROUP INC COM | 617,783 | 136,122,000 | 6.63% | ||
| 6 | NEW RELIC INC | 4,648,100 | 121,222,000 | 5.91% | ||
| 7 | AMERICAN TOWER CORP NEW | 1,000,000 | 102,370,000 | 4.99% | ||
| 8 | CONSTELLATION BRANDS INC | 635,000 | 95,942,000 | 4.67% | ||
| 9 | LINKEDIN CORP COM CL A | 712,500 | 81,474,000 | 3.97% | ||
| 10 | LKQ CORP | 2,125,000 | 67,851,000 | 3.31% | ||
| 11 | DAVITA INC | 840,000 | 61,639,000 | 3.00% | ||
| 12 | LIONS GATE ENTERTAINMENT ORD | 2,786,400 | 60,883,000 | 2.97% | ||
| 13 | KNOWLES CORP COM | 3,530,000 | 46,525,000 | 2.27% | ||
| 14 | AKAMAI TECH | 449,800 | 24,995,000 | 1.22% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003426, 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.
