| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 5,035,420 | 519,957,000 | 34.23% | ||
| 2 | ELECTRONIC ARTS INC | 4,492,535 | 304,369,000 | 20.04% | ||
| 3 | RAPID7 INC | 9,438,043 | 214,715,000 | 14.13% | ||
| 4 | Alarm.com Holdings, Inc. | 17,116,451 | 199,578,000 | 13.14% | ||
| 5 | GODADDY INC | 5,813,620 | 146,561,000 | 9.65% | ||
| 6 | FACEBOOK INC | 935,997 | 84,146,000 | 5.54% | ||
| 7 | K12 INC COM | 4,000,000 | 49,760,000 | 3.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-065260, filed 2015.11.13).
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.
