| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRIPADVISOR INC | 1,400,000 | 60,424,000 | 2.50% | ||
| 2 | UNDER ARMOUR INC | 5,000,000 | 91,500,000 | 3.79% | ||
| 3 | TABLEAU SOFTWARE INC | 2,007,000 | 99,447,000 | 4.12% | ||
| 4 | SEATTLE GENETICS INC | 1,783,000 | 112,079,000 | 4.64% | ||
| 5 | New Relic Inc | 3,125,281 | 115,854,000 | 4.80% | ||
| 6 | CONSTELLATION BRANDS INC | 762,200 | 123,530,000 | 5.12% | ||
| 7 | DAVITA INC | 1,940,000 | 131,862,000 | 5.46% | ||
| 8 | TRANSDIGM GROUP INC | 617,783 | 136,011,000 | 5.63% | ||
| 9 | INCYTE CORP | 1,400,000 | 187,138,000 | 7.75% | ||
| 10 | WORKDAY INC | 2,609,322 | 217,304,000 | 9.00% | ||
| 11 | Pandora Media Inc | 23,310,216 | 275,294,000 | 11.40% | ||
| 12 | EXELIXIS INC | 13,892,460 | 301,050,000 | 12.47% | ||
| 13 | NETFLIX INC | 3,810,000 | 563,156,000 | 23.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-001214, filed 2017.05.15).
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.
