| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 156,000 | 102,483,000 | 11.01% | ||
| 2 | FACEBOOK INC | 840,000 | 72,043,000 | 7.74% | ||
| 3 | MASTERCARD INCORPORATED | 540,000 | 50,479,000 | 5.43% | ||
| 4 | GOOGLE INC | 96,000 | 49,969,000 | 5.37% | ||
| 5 | ALEXANDERS INC | 119,696 | 49,075,000 | 5.27% | ||
| 6 | EQUINIX | 192,000 | 48,768,000 | 5.24% | ||
| 7 | Baidu Inc | 240,000 | 47,779,000 | 5.14% | ||
| 8 | DUNKIN BRANDS GROUP INC COM | 720,000 | 39,600,000 | 4.26% | ||
| 9 | NIKE INC | 360,000 | 38,887,000 | 4.18% | ||
| 10 | RESTORATION HARDWARE HLDGS I | 390,000 | 38,076,000 | 4.09% | ||
| 11 | ELLIE MAE INCORPORATED | 510,000 | 35,593,000 | 3.83% | ||
| 12 | JD COM INC ADR | 960,000 | 32,736,000 | 3.52% | ||
| 13 | FLEETCOR TECH | 204,000 | 31,836,000 | 3.42% | ||
| 14 | WALGREENS BOOTS ALLIANCE INC | 360,000 | 30,398,000 | 3.27% | ||
| 15 | ADECOAGRO S A | 3,240,000 | 29,873,000 | 3.21% | ||
| 16 | COMCAST CORP NEW | 480,000 | 28,868,000 | 3.10% | ||
| 17 | EXAMWORKS GROUP INC | 720,000 | 28,152,000 | 3.03% | ||
| 18 | DISNEY WALT CO | 240,000 | 27,394,000 | 2.94% | ||
| 19 | VIPSHOP HLDGS LTD | 1,200,000 | 26,700,000 | 2.87% | ||
| 20 | SCHOLASTIC CORP COM | 569,950 | 25,152,000 | 2.70% | ||
| 21 | LINKEDIN CORP COM CL A | 102,000 | 21,076,000 | 2.27% | ||
| 22 | LULULEMON ATHLETICA | 300,000 | 19,590,000 | 2.11% | ||
| 23 | CROWN CASTLE | 180,000 | 14,454,000 | 1.55% | ||
| 24 | BANCO MACRO SA | 202,300 | 9,225,000 | 0.99% | ||
| 25 | GRUPO FINANCIERO GALICIA S A | 487,400 | 9,158,000 | 0.98% | ||
| 26 | TELECOM ARGENTINA | 452,554 | 8,141,000 | 0.87% | ||
| 27 | BBVA BANCO FRANCES S A | 392,500 | 6,233,000 | 0.67% | ||
| 28 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 158,000 | 4,334,000 | 0.47% | ||
| 29 | PAMPA S SPONS LVL | 221,000 | 3,052,000 | 0.33% | ||
| 30 | NORTEL INVERSOVA SA SPONS ADR REP PFD SER B | 53,048 | 968,000 | 0.10% | ||
| 31 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 11,371 | 204,000 | 0.02% | ||
| 32 | PETROBRAS ARGENTINA S A | 21,374 | 143,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-15-000008, filed 2015.08.14).
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.
