| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TWITTER INC | 9,961,966 | 513,838,000 | 8.38% | ||
| 2 | MADISON SQUARE GARDEN | 5,955,416 | 393,772,000 | 6.42% | ||
| 3 | YAHOO INC | 8,853,369 | 360,775,000 | 5.88% | ||
| 4 | FACEBOOK INC | 4,349,085 | 343,752,000 | 5.60% | ||
| 5 | CBS CORP CLASS B NON VOTING | 5,831,777 | 312,000,000 | 5.09% | ||
| 6 | CBS CORP CLASS B NON VOTING | 5,477,900 | 293,068,000 | 4.78% | Call | |
| 7 | CTRIP COM INTL LTD | 4,157,637 | 235,987,000 | 3.85% | ||
| 8 | TESLA INC | 948,778 | 230,249,000 | 3.75% | ||
| 9 | HERTZ GLOBAL HOLDINGS INC COM | 7,706,835 | 195,677,000 | 3.19% | ||
| 10 | STRATASYS LTD | 1,403,544 | 169,520,000 | 2.76% | ||
| 11 | MELCO CROWN ENTMT LTD | 6,129,833 | 161,153,000 | 2.63% | ||
| 12 | GOOGLE INC | 254,434 | 149,712,000 | 2.44% | ||
| 13 | FLEETCOR TECHNOLOGIES INC COM | 1,015,513 | 144,325,000 | 2.35% | ||
| 14 | SOLARCITY CORP | 2,394,499 | 142,712,000 | 2.33% | ||
| 15 | BAIDU INC | 613,064 | 133,789,000 | 2.18% | ||
| 16 | HOMEAWAY INC | 3,736,363 | 132,641,000 | 2.16% | ||
| 17 | YAHOO INC | 3,153,700 | 128,513,000 | 2.09% | Call | |
| 18 | PANDORA MEDIA INC | 4,622,110 | 111,670,000 | 1.82% | ||
| 19 | MERCADOLIBRE INC | 1,011,564 | 109,906,000 | 1.79% | ||
| 20 | COMCAST CORP CLASS A | 2,000,000 | 107,560,000 | 1.75% | ||
| 21 | NETFLIX INC | 231,521 | 104,458,000 | 1.70% | ||
| 22 | EXPEDIA INC DEL | 1,190,100 | 104,277,000 | 1.70% | ||
| 23 | ACTIVISION BLIZZARD INC | 4,954,464 | 103,003,000 | 1.68% | ||
| 24 | AKAMAI TECHNOLOGIES INC | 1,663,359 | 99,469,000 | 1.62% | ||
| 25 | TRIPADVISOR INC | 1,068,694 | 97,700,000 | 1.59% | ||
| 26 | T MOBILE US INC | 3,356,590 | 96,905,000 | 1.58% | ||
| 27 | GROUPON INC | 14,383,287 | 96,080,000 | 1.57% | ||
| 28 | APPLE INC | 900,675 | 90,743,000 | 1.48% | ||
| 29 | WALT DISNEY CO/THE | 1,000,000 | 89,030,000 | 1.45% | ||
| 30 | AMAZON COM INC | 238,186 | 76,801,000 | 1.25% | ||
| 31 | TWENTY FIRST CENTURY FOX A | 2,221,334 | 76,170,000 | 1.24% | ||
| 32 | SANDISK CORP | 769,224 | 75,345,000 | 1.23% | ||
| 33 | LAS VEGAS SANDS CORP | 994,482 | 61,867,000 | 1.01% | ||
| 34 | SINCLAIR BROADCAST GROUP INC | 2,303,296 | 60,093,000 | 0.98% | ||
| 35 | CABLEVISION SYS CORP(NEW) NY GROUP CL ACOM | 3,215,521 | 56,304,000 | 0.92% | ||
| 36 | PRICELINE GRP INC | 47,582 | 55,128,000 | 0.90% | ||
| 37 | YELP INC | 769,483 | 52,517,000 | 0.86% | ||
| 38 | PALO ALTO NETWORKS INC | 501,189 | 49,167,000 | 0.80% | ||
| 39 | MICRON TECHNOLOGY INC | 1,400,000 | 47,964,000 | 0.78% | ||
| 40 | Intuit Inc | 201,724 | 41,916,000 | 0.68% | ||
| 41 | Liberty Global PLC A | 857,340 | 36,471,000 | 0.59% | ||
| 42 | STARZ SERIES A | 1,043,166 | 34,508,000 | 0.56% | ||
| 43 | INTEGRATED DEVICE TECH INC | 2,082,269 | 33,212,000 | 0.54% | ||
| 44 | KING DIGITAL ENTMT PLC | 1,367,045 | 17,361,000 | 0.28% | ||
| 45 | Criteo SA | 412,730 | 13,888,000 | 0.23% | ||
| 46 | SYNAPTICS INC | 146,100 | 10,695,000 | 0.17% | ||
| 47 | * ELONG INC SPONSORED ADR | 518,128 | 10,663,000 | 0.17% | ||
| 48 | GOGO INC | 619,727 | 10,449,000 | 0.17% | ||
| 49 | J.C. PENNEY CO INC | 885,967 | 8,895,000 | 0.14% | ||
| 50 | ACXIOM CORP | 534,795 | 8,851,000 | 0.14% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-042317, filed 2014.11.14).
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.
