| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY A | 5,110,400 | 381,594,000 | 17.13% | ||
| 2 | NETFLIX INC | 4,005,400 | 366,414,000 | 16.45% | ||
| 3 | Pandora Media Inc | 22,746,794 | 283,198,000 | 12.71% | ||
| 4 | TABLEAU SOFTWARE INC CL A | 5,475,000 | 267,837,000 | 12.02% | ||
| 5 | TRANSDIGM GROUP INC COM | 617,783 | 162,903,000 | 7.31% | ||
| 6 | NEW RELIC INC | 4,848,100 | 142,437,000 | 6.39% | ||
| 7 | AMERICAN TOWER CORP NEW | 1,000,000 | 113,610,000 | 5.10% | ||
| 8 | CONSTELLATION BRANDS INC | 635,000 | 105,029,000 | 4.71% | ||
| 9 | LINKEDIN CORP COM CL A | 500,000 | 94,625,000 | 4.25% | ||
| 10 | LKQ CORP | 2,125,000 | 67,363,000 | 3.02% | ||
| 11 | DAVITA INC | 840,000 | 64,949,000 | 2.92% | ||
| 12 | LIONS GATE ENTERTAINMENT ORD | 2,786,400 | 56,369,000 | 2.53% | ||
| 13 | KNOWLES CORP COM | 3,530,000 | 48,290,000 | 2.17% | ||
| 14 | INCYTE | 600,000 | 47,988,000 | 2.15% | ||
| 15 | AKAMAI TECH | 449,800 | 25,157,000 | 1.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003884, filed 2016.08.15).
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.
