| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 1,092,000 | 112,760,000 | 11.60% | ||
| 2 | FACEBOOK INC | 926,170 | 83,263,000 | 8.57% | ||
| 3 | GOOGLE INC | 96,000 | 58,408,000 | 6.01% | ||
| 4 | ALEXANDERS INC | 146,388 | 54,749,000 | 5.63% | ||
| 5 | EQUINIX | 192,000 | 52,493,000 | 5.40% | ||
| 6 | NIKE INC | 420,000 | 51,647,000 | 5.31% | ||
| 7 | ISHARES NASDAQ BIOTECHNOLOGY ETF | 78,415 | 50,058,000 | 5.15% | ||
| 8 | MASTERCARD INCORPORATED | 540,000 | 48,665,000 | 5.01% | ||
| 9 | STARBUCKS CORP | 720,000 | 40,925,000 | 4.21% | ||
| 10 | JD COM INC ADR | 1,544,000 | 40,237,000 | 4.14% | ||
| 11 | ELLIE MAE INCORPORATED | 600,000 | 39,942,000 | 4.11% | ||
| 12 | RESTORATION HARDWARE HLDGS I | 401,000 | 37,417,000 | 3.85% | ||
| 13 | WALGREENS BOOTS ALLIANCE INC | 420,000 | 34,902,000 | 3.59% | ||
| 14 | ADECOAGRO S A | 4,198,777 | 33,422,000 | 3.44% | ||
| 15 | COMCAST CORP NEW | 480,000 | 27,302,000 | 2.81% | ||
| 16 | FLEETCOR TECH | 180,000 | 24,772,000 | 2.55% | ||
| 17 | VIPSHOP HLDGS LTD | 1,377,000 | 23,134,000 | 2.38% | ||
| 18 | SCHOLASTIC CORP COM | 569,950 | 22,205,000 | 2.28% | ||
| 19 | LINKEDIN CORP COM CL A | 102,000 | 19,393,000 | 1.99% | ||
| 20 | GRUPO FINANCIERO GALICIA S A | 806,338 | 14,369,000 | 1.48% | ||
| 21 | CROWN CASTLE | 180,000 | 14,197,000 | 1.46% | ||
| 22 | BANCO MACRO SA | 360,959 | 13,861,000 | 1.43% | ||
| 23 | BBVA BANCO FRANCES S A | 812,550 | 12,603,000 | 1.30% | ||
| 24 | WHOLE FOODS | 360,000 | 11,394,000 | 1.17% | ||
| 25 | EXAMWORKS GROUP INC | 300,000 | 8,772,000 | 0.90% | ||
| 26 | ITAU UNIBANCO HLDG SA | 1,308,000 | 8,659,000 | 0.89% | ||
| 27 | ZILLOW GROUP INC | 294,584 | 8,463,000 | 0.87% | ||
| 28 | TELECOM ARGENTINA | 568,559 | 8,278,000 | 0.85% | ||
| 29 | PAMPA S SPONS LVL | 515,900 | 7,878,000 | 0.81% | ||
| 30 | ZILLOW GROUP | 120,000 | 3,240,000 | 0.33% | ||
| 31 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 158,000 | 2,406,000 | 0.25% | ||
| 32 | NORTEL INVERSOVA SA SPONS ADR REP PFD SER B | 90,029 | 1,365,000 | 0.14% | ||
| 33 | Pandora Media Inc | 30,000 | 640,000 | 0.07% | ||
| 34 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 11,371 | 165,000 | 0.02% | ||
| 35 | PETROBRAS ARGENTINA S A | 21,374 | 109,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001441843-15-000009, filed 2015.11.16).
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.
