| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 5,035,420 | 623,385,000 | 28.77% | ||
| 2 | GODADDY INC | 14,267,080 | 498,634,000 | 23.01% | ||
| 3 | Alarm.com Holdings, Inc. | 17,116,451 | 476,351,000 | 21.98% | ||
| 4 | ELECTRONIC ARTS INC | 3,519,039 | 277,160,000 | 12.79% | ||
| 5 | RAPID7 INC | 9,438,043 | 114,861,000 | 5.30% | ||
| 6 | FACEBOOK INC | 935,997 | 107,686,000 | 4.97% | ||
| 7 | K12 INC COM | 4,000,000 | 68,640,000 | 3.17% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-008380, filed 2017.02.14).
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.
