| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 60,000 | 6,854,000 | 7.53% | ||
| 2 | InvenSense, Inc. | 850,000 | 5,211,000 | 5.72% | ||
| 3 | SPDR SERIES TRUST | 109,500 | 5,004,000 | 5.49% | ||
| 4 | ARISTA NETWORKS INC COM | 75,000 | 4,829,000 | 5.30% | ||
| 5 | ISHARES TR | 42,100 | 4,650,000 | 5.11% | ||
| 6 | SUNRUN INC | 679,820 | 4,031,000 | 4.43% | ||
| 7 | EQUINIX | 10,027 | 3,888,000 | 4.27% | ||
| 8 | ALPHABET INC | 5,516 | 3,816,000 | 4.19% | ||
| 9 | AMAZON COM INC | 5,000 | 3,578,000 | 3.93% | ||
| 10 | APPLE INC | 34,500 | 3,298,000 | 3.62% | ||
| 11 | NETFLIX INC | 35,000 | 3,201,000 | 3.51% | ||
| 12 | ALIBABA GROUP HLDG LTD | 40,000 | 3,181,000 | 3.49% | ||
| 13 | WORKDAY A | 40,000 | 2,985,000 | 3.28% | ||
| 14 | QUALCOMM INC | 55,000 | 2,946,000 | 3.23% | ||
| 15 | Ambarella, Inc. | 50,000 | 2,541,000 | 2.79% | ||
| 16 | Pandora Media Inc | 200,000 | 2,490,000 | 2.73% | ||
| 17 | BAIDU INC | 15,000 | 2,477,000 | 2.72% | ||
| 18 | PALO ALTO NETWORKS | 20,000 | 2,453,000 | 2.69% | ||
| 19 | EXAR CORPORATION | 270,000 | 2,174,000 | 2.39% | ||
| 20 | TESLA INC | 10,000 | 2,124,000 | 2.33% | ||
| 21 | LINKEDIN CORP COM CL A | 10,000 | 1,893,000 | 2.08% | ||
| 22 | VMWARE A | 30,000 | 1,716,000 | 1.88% | ||
| 23 | TWITTER INC | 100,000 | 1,689,000 | 1.85% | ||
| 24 | INTEVAC INC COM | 259,683 | 1,475,000 | 1.62% | ||
| 25 | ROCKET FUEL INC COM | 660,000 | 1,465,000 | 1.61% | ||
| 26 | ADOBE INC | 15,000 | 1,437,000 | 1.58% | ||
| 27 | PURE STORAGE INC | 114,000 | 1,243,000 | 1.36% | ||
| 28 | FITBIT INC | 100,000 | 1,222,000 | 1.34% | ||
| 29 | PAYPAL HLDGS INC | 30,000 | 1,095,000 | 1.20% | ||
| 30 | RACKSPACE HOSTING INC | 40,000 | 834,000 | 0.92% | ||
| 31 | Sina Corp. | 15,000 | 778,000 | 0.85% | ||
| 32 | POWER INTEGRATIONS INC COM | 9,799 | 491,000 | 0.54% | ||
| 33 | FIRST SOLAR INC | 10,000 | 485,000 | 0.53% | ||
| 34 | GOGO INC | 50,000 | 420,000 | 0.46% | ||
| 35 | CREE INC | 15,000 | 367,000 | 0.40% | ||
| 36 | SUNPOWER CORP | 19,931 | 309,000 | 0.34% | ||
| 37 | KONINKLIJKE PHILIPS N V | 11,770 | 294,000 | 0.32% | ||
| 38 | SOLARCITY CORP | 10,500 | 251,000 | 0.28% | ||
| 39 | HONEYWELL INTL INC | 2,080 | 242,000 | 0.27% | ||
| 40 | ITRON INC | 5,565 | 240,000 | 0.26% | ||
| 41 | ABB LTD | 12,000 | 238,000 | 0.26% | ||
| 42 | QUANTA SVCS INC | 10,000 | 231,000 | 0.25% | ||
| 43 | TERRAFORM POWER | 20,000 | 218,000 | 0.24% | ||
| 44 | SOLAREDGE TECHNOLOGIES INC | 11,000 | 216,000 | 0.24% | ||
| 45 | ASPEN AEROGELS INC COM | 35,000 | 174,000 | 0.19% | ||
| 46 | Covanta Holding Corp | 10,000 | 165,000 | 0.18% | ||
| 47 | JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD | 13,000 | 89,000 | 0.10% | ||
| 48 | VIVINT SOLAR INC | 12,000 | 37,000 | 0.04% | ||
| 49 | ORION ENERGY SYSTEMS INC | 14,000 | 16,000 | 0.02% | ||
| 50 | SUNEDISON INC | 21,130 | 7,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-016797, filed 2016.08.15).
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.
