| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TESLA INC | 552,345 | 118,030,000 | 2.27% | ||
| 2 | FACEBOOK INC | 987,707 | 113,635,000 | 2.18% | ||
| 3 | SALESFORCE COM INC | 1,611,134 | 110,298,000 | 2.12% | ||
| 4 | AMAZON COM INC | 131,856 | 98,874,000 | 1.90% | ||
| 5 | SPLUNK | 1,807,433 | 92,450,000 | 1.78% | ||
| 6 | CRITEO SA | 2,000,065 | 82,162,000 | 1.58% | ||
| 7 | SPDR SERIES TRUST | 2,220,655 | 80,942,000 | 1.56% | ||
| 8 | ISHARES TR | 723,060 | 79,695,000 | 1.53% | ||
| 9 | ALPHABET INC | 95,442 | 75,633,000 | 1.45% | ||
| 10 | ALPHABET INC | 92,648 | 71,507,000 | 1.37% | ||
| 11 | PAYPAL HLDGS INC | 1,793,671 | 70,796,000 | 1.36% | ||
| 12 | YELP INC | 1,809,380 | 68,991,000 | 1.33% | ||
| 13 | TWITTER INC | 4,170,447 | 67,978,000 | 1.31% | ||
| 14 | GIGAMON INC | 1,475,055 | 67,188,000 | 1.29% | ||
| 15 | APPLE INC | 553,011 | 64,049,000 | 1.23% | ||
| 16 | VANGUARD WHITEHALL FDS INC | 815,001 | 63,195,000 | 1.21% | ||
| 17 | MICROSEMI CORP | 1,106,080 | 59,695,000 | 1.15% | ||
| 18 | WESTERN DIGITAL CORP | 784,804 | 53,327,000 | 1.02% | ||
| 19 | SERVICENOW INC | 678,767 | 50,459,000 | 0.97% | ||
| 20 | WELLS FARGO & CO NEW | 854,869 | 47,111,000 | 0.91% | ||
| 21 | WELLTOWER INC | 685,578 | 45,885,000 | 0.88% | ||
| 22 | PALO ALTO NETWORKS | 364,255 | 45,550,000 | 0.88% | ||
| 23 | ZENDESK INC | 2,117,555 | 44,892,000 | 0.86% | ||
| 24 | MASTERCARD INCORPORATED | 428,263 | 44,218,000 | 0.85% | ||
| 25 | RED HAT INC | 633,547 | 44,158,000 | 0.85% | ||
| 26 | SQUARE INC | 3,202,990 | 43,656,000 | 0.84% | ||
| 27 | MICROSOFT CORP | 687,153 | 42,699,000 | 0.82% | ||
| 28 | XILINX INC | 706,213 | 42,634,000 | 0.82% | ||
| 29 | ALTRIA GROUP INC | 629,055 | 42,536,000 | 0.82% | ||
| 30 | INTUIT | 363,499 | 41,660,000 | 0.80% | ||
| 31 | VISA INC | 509,094 | 39,719,000 | 0.76% | ||
| 32 | ARISTA NETWORKS INC COM | 402,795 | 38,978,000 | 0.75% | ||
| 33 | ON SEMICONDUCTOR CORP | 2,921,455 | 37,277,000 | 0.72% | ||
| 34 | WORKDAY A | 558,970 | 36,942,000 | 0.71% | ||
| 35 | BERKSHIRE HATHAWAY INC DEL | 223,617 | 36,445,000 | 0.70% | ||
| 36 | UNITEDHEALTH GROUP INC | 225,167 | 36,035,000 | 0.69% | ||
| 37 | PHILIP MORRIS INTL INC | 384,284 | 35,158,000 | 0.68% | ||
| 38 | JPMORGAN CHASE & CO | 394,053 | 34,002,000 | 0.65% | ||
| 39 | MICRON TECHNOLOGY INC | 1,542,022 | 33,801,000 | 0.65% | ||
| 40 | PRICELINE GRP INC | 22,662 | 33,223,000 | 0.64% | ||
| 41 | COCA COLA CO | 785,271 | 32,557,000 | 0.63% | ||
| 42 | EXXON MOBIL CORP | 359,034 | 32,406,000 | 0.62% | ||
| 43 | VERISK ANALYTICS INC | 393,029 | 31,902,000 | 0.61% | ||
| 44 | JOHNSON & JOHNSON | 270,216 | 31,131,000 | 0.60% | ||
| 45 | DIGITAL RLTY TR INC | 316,071 | 31,057,000 | 0.60% | ||
| 46 | ALIBABA GROUP HLDG LTD | 343,746 | 30,184,000 | 0.58% | ||
| 47 | ATHENA HEALTH INC. | 286,055 | 30,084,000 | 0.58% | ||
| 48 | CORNERSTONE ONDEMAND INC | 669,205 | 28,314,000 | 0.54% | ||
| 49 | ACACIA COMMUNICATIONS INC | 455,535 | 28,129,000 | 0.54% | ||
| 50 | AT&T INC | 656,544 | 27,922,000 | 0.54% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-17-000546, filed 2017.01.30).
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.
