| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SALESFORCE COM INC | 1,147,166 | 81,827,000 | 1.78% | ||
| 2 | ISHARES TR | 632,681 | 74,156,000 | 1.62% | ||
| 3 | AMAZON COM INC | 79,839 | 66,849,000 | 1.46% | ||
| 4 | APPLE INC | 577,293 | 65,262,000 | 1.42% | ||
| 5 | ALPHABET INC | 83,670 | 65,035,000 | 1.42% | ||
| 6 | SPDR SERIES TRUST | 1,736,033 | 63,747,000 | 1.39% | ||
| 7 | TESLA INC | 281,004 | 57,333,000 | 1.25% | ||
| 8 | SPLUNK | 968,979 | 56,859,000 | 1.24% | ||
| 9 | VANGUARD WHITEHALL FDS INC | 676,855 | 55,231,000 | 1.20% | ||
| 10 | MASTERCARD INCORPORATED | 541,901 | 55,149,000 | 1.20% | ||
| 11 | DIGITAL RLTY TR INC | 531,686 | 51,637,000 | 1.13% | ||
| 12 | PALO ALTO NETWORKS | 323,947 | 51,614,000 | 1.13% | ||
| 13 | YELP INC | 1,189,915 | 49,619,000 | 1.08% | ||
| 14 | CRITEO SA | 1,367,270 | 48,004,000 | 1.05% | ||
| 15 | PROLOGIS INC | 893,242 | 47,824,000 | 1.04% | ||
| 16 | VISA INC | 575,171 | 47,566,000 | 1.04% | ||
| 17 | WELLS FARGO & CO NEW | 966,077 | 42,777,000 | 0.93% | ||
| 18 | ALTRIA GROUP INC | 651,643 | 41,203,000 | 0.90% | ||
| 19 | INTUIT | 367,125 | 40,387,000 | 0.88% | ||
| 20 | PAYPAL HLDGS INC | 965,978 | 39,576,000 | 0.86% | ||
| 21 | PHILIP MORRIS INTL INC | 406,147 | 39,485,000 | 0.86% | ||
| 22 | PRICELINE GRP INC | 26,540 | 39,053,000 | 0.85% | ||
| 23 | MICROSOFT CORP | 669,738 | 38,576,000 | 0.84% | ||
| 24 | SERVICENOW INC | 482,691 | 38,204,000 | 0.83% | ||
| 25 | MICRON TECHNOLOGY INC | 2,092,084 | 37,197,000 | 0.81% | ||
| 26 | EQUINIX | 103,136 | 37,154,000 | 0.81% | ||
| 27 | FACEBOOK INC | 285,227 | 36,586,000 | 0.80% | ||
| 28 | WELLTOWER INC | 486,219 | 36,354,000 | 0.79% | ||
| 29 | COCA COLA CO | 815,496 | 34,511,000 | 0.75% | ||
| 30 | WESTERN DIGITAL CORP | 573,700 | 33,544,000 | 0.73% | ||
| 31 | ALIBABA GROUP HLDG LTD | 316,904 | 33,525,000 | 0.73% | ||
| 32 | BERKSHIRE HATHAWAY INC DEL | 230,622 | 33,317,000 | 0.73% | ||
| 33 | UNITEDHEALTH GROUP INC | 233,480 | 32,687,000 | 0.71% | ||
| 34 | TWITTER INC | 1,404,226 | 32,367,000 | 0.71% | ||
| 35 | EXXON MOBIL CORP | 368,133 | 32,130,000 | 0.70% | ||
| 36 | RED HAT INC | 380,814 | 30,781,000 | 0.67% | ||
| 37 | GROUPON INC | 5,950,975 | 30,647,000 | 0.67% | ||
| 38 | JOHNSON & JOHNSON | 254,227 | 30,031,000 | 0.65% | ||
| 39 | ARISTA NETWORKS INC COM | 351,560 | 29,910,000 | 0.65% | ||
| 40 | VERISK ANALYTICS INC | 360,059 | 29,265,000 | 0.64% | ||
| 41 | CELGENE CORP | 279,360 | 29,201,000 | 0.64% | ||
| 42 | ON SEMICONDUCTOR CORP | 2,337,095 | 28,793,000 | 0.63% | ||
| 43 | AUTODESK | 393,808 | 28,484,000 | 0.62% | ||
| 44 | ZENDESK INC | 900,570 | 27,656,000 | 0.60% | ||
| 45 | GIGAMON INC | 503,870 | 27,612,000 | 0.60% | ||
| 46 | JPMORGAN CHASE & CO | 411,557 | 27,405,000 | 0.60% | ||
| 47 | AT&T INC | 671,817 | 27,282,000 | 0.59% | ||
| 48 | WORKDAY A | 294,235 | 26,978,000 | 0.59% | ||
| 49 | ABBOTT LABS | 622,202 | 26,312,000 | 0.57% | ||
| 50 | NVIDIA CORPORATION | 380,235 | 26,053,000 | 0.57% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-020940, filed 2016.10.31).
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.
