| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRICELINE GRP INC | 10,215 | 18,182,000 | 7.89% | ||
| 2 | ICICI BANK LIMITED | 1,827,350 | 15,715,000 | 6.82% | ||
| 3 | INTERACTIVE BROKERS GROUP IN | 423,620 | 14,708,000 | 6.38% | ||
| 4 | EBAY INC | 431,570 | 14,488,000 | 6.28% | ||
| 5 | SERVICENOW INC | 155,525 | 13,604,000 | 5.90% | ||
| 6 | AMAZON COM INC | 14,575 | 12,921,000 | 5.60% | ||
| 7 | ADOBE INC | 97,200 | 12,649,000 | 5.49% | ||
| 8 | VISA INC | 139,325 | 12,382,000 | 5.37% | ||
| 9 | DOLBY LABORATORIES INC | 233,275 | 12,226,000 | 5.30% | ||
| 10 | ALPHABET INC | 13,786 | 11,688,000 | 5.07% | ||
| 11 | SYNCHRONY FINL | 315,350 | 10,817,000 | 4.69% | ||
| 12 | S&P GLOBAL INC | 81,550 | 10,662,000 | 4.63% | ||
| 13 | COMCAST CORP NEW | 268,275 | 10,084,000 | 4.37% | ||
| 14 | TRUECAR INC | 576,175 | 8,913,000 | 3.87% | ||
| 15 | FIVE BELOW INC | 183,600 | 7,952,000 | 3.45% | ||
| 16 | SBA COMMUNICATIONS CORP NEW | 54,430 | 6,552,000 | 2.84% | ||
| 17 | MASTERCARD INCORPORATED | 54,430 | 6,122,000 | 2.66% | ||
| 18 | MOODYS CORP | 53,940 | 6,043,000 | 2.62% | ||
| 19 | PROTO LABS INC COM | 108,000 | 5,519,000 | 2.39% | ||
| 20 | Pandora Media Inc | 464,400 | 5,485,000 | 2.38% | ||
| 21 | AMERICAN TOWER CORP NEW | 44,810 | 5,446,000 | 2.36% | ||
| 22 | GDS HLDGS LTD | 594,000 | 4,912,000 | 2.13% | ||
| 23 | PAPA JOHNS INTL INC COM | 43,200 | 3,458,000 | 1.50% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001468395-17-000003, filed 2017.05.11).
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.
