| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MATTSON TECHNOLOGY INC | 3,780,000 | 8,807,000 | 7.04% | ||
| 2 | InvenSense, Inc. | 800,000 | 7,432,000 | 5.94% | ||
| 3 | SUNRUN INC | 674,820 | 6,998,000 | 5.59% | ||
| 4 | APPLE INC | 57,500 | 6,342,000 | 5.07% | ||
| 5 | EQUINIX | 20,472 | 5,597,000 | 4.47% | ||
| 6 | FACEBOOK INC | 60,000 | 5,394,000 | 4.31% | ||
| 7 | PALO ALTO NETWORKS | 30,000 | 5,160,000 | 4.13% | ||
| 8 | AMAZON COM INC | 10,000 | 5,119,000 | 4.09% | ||
| 9 | LAM RESEARCH CORP | 70,000 | 4,573,000 | 3.66% | ||
| 10 | ARISTA NETWORKS INC COM | 70,000 | 4,283,000 | 3.42% | ||
| 11 | Pandora Media Inc | 200,000 | 4,268,000 | 3.41% | ||
| 12 | SKYWORKS SOLUTIONS INC | 50,000 | 4,211,000 | 3.37% | ||
| 13 | ADOBE INC | 50,000 | 4,111,000 | 3.29% | ||
| 14 | QUALCOMM INC | 75,000 | 4,030,000 | 3.22% | ||
| 15 | ALPHABET INC | 6,016 | 3,660,000 | 2.93% | ||
| 16 | NETFLIX INC | 35,000 | 3,614,000 | 2.89% | ||
| 17 | ARM Holdings plc | 80,000 | 3,460,000 | 2.77% | ||
| 18 | ROCKET FUEL INC COM | 660,000 | 3,082,000 | 2.46% | ||
| 19 | Ambarella, Inc. | 50,000 | 2,890,000 | 2.31% | ||
| 20 | LINKEDIN CORP COM CL A | 15,000 | 2,852,000 | 2.28% | ||
| 21 | AKAMAI TECH | 40,000 | 2,762,000 | 2.21% | ||
| 22 | BAIDU INC | 20,000 | 2,748,000 | 2.20% | ||
| 23 | TWITTER INC | 100,000 | 2,694,000 | 2.15% | ||
| 24 | VMWARE A | 30,000 | 2,364,000 | 1.89% | ||
| 25 | SINA CORP | 55,000 | 2,205,000 | 1.76% | ||
| 26 | WORKDAY A | 30,000 | 2,066,000 | 1.65% | ||
| 27 | Royal Gold Inc | 150,000 | 1,782,000 | 1.42% | ||
| 28 | INTUIT | 20,000 | 1,775,000 | 1.42% | ||
| 29 | EXAR CORPORATION | 270,000 | 1,607,000 | 1.28% | ||
| 30 | INTEVAC INC COM | 259,683 | 1,195,000 | 0.96% | ||
| 31 | VERIFONE SYS INC | 40,000 | 1,109,000 | 0.89% | ||
| 32 | RACKSPACE HOSTING INC | 40,000 | 987,000 | 0.79% | ||
| 33 | GOGO INC | 50,000 | 764,000 | 0.61% | ||
| 34 | YELP INC | 30,000 | 650,000 | 0.52% | ||
| 35 | SOLARCITY CORP | 10,500 | 448,000 | 0.36% | ||
| 36 | FIRST SOLAR INC | 10,000 | 428,000 | 0.34% | ||
| 37 | POWER INTEGRATIONS INC COM | 9,799 | 413,000 | 0.33% | ||
| 38 | SUNPOWER CORP | 19,931 | 399,000 | 0.32% | ||
| 39 | CREE INC | 15,000 | 363,000 | 0.29% | ||
| 40 | ABB LTD | 18,000 | 318,000 | 0.25% | ||
| 41 | JOHNSON CTLS INTL PLC | 7,200 | 298,000 | 0.24% | ||
| 42 | KONINKLIJKE PHILIPS N V | 11,378 | 267,000 | 0.21% | ||
| 43 | 3M CO | 1,800 | 255,000 | 0.20% | ||
| 44 | PRAXAIR INC | 2,400 | 244,000 | 0.20% | ||
| 45 | QUANTA SVCS INC | 10,000 | 242,000 | 0.19% | ||
| 46 | ASPEN AEROGELS INC COM | 30,000 | 225,000 | 0.18% | ||
| 47 | Covanta Holding Corp | 10,000 | 175,000 | 0.14% | ||
| 48 | SUNEDISON INC | 21,130 | 152,000 | 0.12% | ||
| 49 | VIVINT SOLAR INC | 12,000 | 126,000 | 0.10% | ||
| 50 | JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD | 13,000 | 101,000 | 0.08% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-007542, filed 2015.11.12).
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.
