| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | 28,890 | 22,894,000 | 8.68% | ||
| 2 | COMCAST CORP NEW | 278,200 | 19,210,000 | 7.29% | ||
| 3 | AMAZON COM INC | 24,610 | 18,454,000 | 7.00% | ||
| 4 | FIVE BELOW INC COM | 428,000 | 17,103,000 | 6.49% | ||
| 5 | VISA INC | 214,000 | 16,696,000 | 6.33% | ||
| 6 | PRICELINE GRP INC | 11,235 | 16,471,000 | 6.25% | ||
| 7 | AMERICAN TOWER CORP NEW | 155,150 | 16,396,000 | 6.22% | ||
| 8 | ICICI BANK LIMITED | 2,140,000 | 16,029,000 | 6.08% | ||
| 9 | ADOBE INC | 152,475 | 15,697,000 | 5.95% | ||
| 10 | INTERACTIVE BROKERS GROUP INC COM CL A | 411,950 | 15,040,000 | 5.71% | ||
| 11 | SERVICENOW INC | 192,500 | 14,310,000 | 5.43% | ||
| 12 | DOLBY LABORATORIES INC | 310,300 | 14,022,000 | 5.32% | ||
| 13 | S&P GLOBAL INC | 123,050 | 13,233,000 | 5.02% | ||
| 14 | PROTO LABS INC | 224,700 | 11,538,000 | 4.38% | ||
| 15 | MASTERCARD INCORPORATED | 74,900 | 7,733,000 | 2.93% | ||
| 16 | Pandora Media Inc | 537,675 | 7,011,000 | 2.66% | ||
| 17 | MOODYS CORP | 69,550 | 6,556,000 | 2.49% | ||
| 18 | GDS HLDGS LTD | 588,500 | 5,061,000 | 1.92% | ||
| 19 | DOLLAR TREE INC | 64,200 | 4,955,000 | 1.88% | ||
| 20 | TRUECAR INC | 342,400 | 4,280,000 | 1.62% | ||
| 21 | TATA MTRS LTD | 26,750 | 920,000 | 0.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001468395-17-000001, filed 2017.02.13).
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.
