| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX COM INC | 3,810,000 | 471,678,000 | 23.09% | ||
| 2 | WORKDAY INC CL A | 5,110,400 | 337,746,000 | 16.54% | ||
| 3 | PANDORA MEDIA INC COM | 23,310,216 | 303,965,000 | 14.88% | ||
| 4 | TRANSDIGM GROUP INC | 617,783 | 153,803,000 | 7.53% | ||
| 5 | INCYTE GENOMICS INC | 1,400,000 | 140,378,000 | 6.87% | ||
| 6 | NEW RELIC INC | 4,848,100 | 136,959,000 | 6.71% | ||
| 7 | DAVITA INC | 1,940,000 | 124,548,000 | 6.10% | ||
| 8 | CONSTELLATION BRANDS | 762,200 | 116,853,000 | 5.72% | ||
| 9 | EXELIXIS INC | 7,262,000 | 108,276,000 | 5.30% | ||
| 10 | AMERICAN TOWER REIT COM | 1,000,000 | 105,680,000 | 5.17% | ||
| 11 | SEATTLE GENETICS INC COM | 498,000 | 26,279,000 | 1.29% | ||
| 12 | LKQ CORP | 531,250 | 16,283,000 | 0.80% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000763, filed 2017.02.14).
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.
