| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY A | 5,110,400 | 468,573,000 | 19.70% | ||
| 2 | NETFLIX INC | 4,005,400 | 394,732,000 | 16.59% | ||
| 3 | Pandora Media Inc | 22,746,794 | 325,962,000 | 13.70% | ||
| 4 | TABLEAU SOFTWARE INC CL A | 5,475,000 | 302,603,000 | 12.72% | ||
| 5 | NEW RELIC INC | 4,848,100 | 185,779,000 | 7.81% | ||
| 6 | TRANSDIGM GROUP INC COM | 617,783 | 178,613,000 | 7.51% | ||
| 7 | INCYTE | 1,400,000 | 132,006,000 | 5.55% | ||
| 8 | AMERICAN TOWER CORP NEW | 1,000,000 | 113,330,000 | 4.76% | ||
| 9 | CONSTELLATION BRANDS INC | 635,000 | 105,721,000 | 4.44% | ||
| 10 | DAVITA INC | 1,040,000 | 68,713,000 | 2.89% | ||
| 11 | LINKEDIN CORP COM CL A | 200,000 | 38,224,000 | 1.61% | ||
| 12 | HIMAX TECHNOLOGIES INC ADR SPONSORED | 3,302,193 | 28,366,000 | 1.19% | ||
| 13 | LKQ CORP | 531,250 | 18,838,000 | 0.79% | ||
| 14 | LIONS GATE ENTERTAINMENT ORD | 786,400 | 15,720,000 | 0.66% | ||
| 15 | INOVALON HLDGS INC COM CL A | 100,000 | 1,471,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004335, filed 2016.11.14).
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.
