| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NUTANIX INC CL A | 459,772 | 17,012,000 | 15.63% | ||
| 2 | FACEBOOK INC | 60,000 | 7,696,000 | 7.07% | ||
| 3 | ARISTA NETWORKS INC COM | 75,000 | 6,381,000 | 5.86% | ||
| 4 | InvenSense, Inc. | 650,000 | 4,823,000 | 4.43% | ||
| 5 | ALPHABET INC | 5,516 | 4,288,000 | 3.94% | ||
| 6 | SUNRUN INC | 679,820 | 4,283,000 | 3.94% | ||
| 7 | ALIBABA GROUP HLDG LTD | 40,000 | 4,232,000 | 3.89% | ||
| 8 | AMAZON COM INC | 5,000 | 4,187,000 | 3.85% | ||
| 9 | WORKDAY A | 40,000 | 3,667,000 | 3.37% | ||
| 10 | EQUINIX | 10,027 | 3,612,000 | 3.32% | ||
| 11 | NETFLIX INC | 35,000 | 3,450,000 | 3.17% | ||
| 12 | ISHARES TR | 40,000 | 3,402,000 | 3.13% | ||
| 13 | PALO ALTO NETWORKS | 20,000 | 3,187,000 | 2.93% | ||
| 14 | SPDR SER TR | 100,000 | 3,055,000 | 2.81% | ||
| 15 | Ambarella, Inc. | 40,000 | 2,947,000 | 2.71% | ||
| 16 | Pandora Media Inc | 200,000 | 2,866,000 | 2.63% | ||
| 17 | BAIDU INC | 15,000 | 2,734,000 | 2.51% | ||
| 18 | EXAR CORPORATION | 270,000 | 2,514,000 | 2.31% | ||
| 19 | QUALCOMM INC | 35,000 | 2,398,000 | 2.20% | ||
| 20 | TWITTER INC | 100,000 | 2,305,000 | 2.12% | ||
| 21 | TESLA INC | 10,000 | 2,040,000 | 1.87% | ||
| 22 | ROCKET FUEL INC COM | 660,000 | 1,742,000 | 1.60% | ||
| 23 | ADOBE INC | 15,000 | 1,628,000 | 1.50% | ||
| 24 | PURE STORAGE INC | 114,000 | 1,545,000 | 1.42% | ||
| 25 | INTEVAC INC COM | 259,683 | 1,532,000 | 1.41% | ||
| 26 | FITBIT INC | 100,000 | 1,484,000 | 1.36% | ||
| 27 | RACKSPACE HOSTING INC | 40,000 | 1,268,000 | 1.17% | ||
| 28 | PAYPAL HLDGS INC | 30,000 | 1,229,000 | 1.13% | ||
| 29 | Sina Corp. | 15,000 | 1,107,000 | 1.02% | ||
| 30 | LINKEDIN CORP COM CL A | 5,000 | 956,000 | 0.88% | ||
| 31 | VMWARE A | 10,000 | 733,000 | 0.67% | ||
| 32 | GOGO INC | 50,000 | 552,000 | 0.51% | ||
| 33 | APPLE INC | 4,500 | 508,000 | 0.47% | ||
| 34 | POWER INTEGRATIONS INC COM | 7,799 | 492,000 | 0.45% | ||
| 35 | FIRST SOLAR INC | 9,000 | 355,000 | 0.33% | ||
| 36 | CREE INC | 13,000 | 334,000 | 0.31% | ||
| 37 | ITRON INC | 5,565 | 310,000 | 0.28% | ||
| 38 | TERRAFORM POWER | 20,000 | 278,000 | 0.26% | ||
| 39 | HONEYWELL INTL INC | 2,080 | 243,000 | 0.22% | ||
| 40 | KONINKLIJKE PHILIPS N V | 7,770 | 230,000 | 0.21% | ||
| 41 | ASPEN AEROGELS INC COM | 35,000 | 209,000 | 0.19% | ||
| 42 | SOLARCITY CORP | 10,500 | 205,000 | 0.19% | ||
| 43 | SOLAREDGE TECHNOLOGIES INC | 11,000 | 190,000 | 0.17% | ||
| 44 | SUNPOWER CORP | 19,931 | 178,000 | 0.16% | ||
| 45 | ABB LTD | 7,000 | 158,000 | 0.15% | ||
| 46 | Covanta Holding Corp | 10,000 | 154,000 | 0.14% | ||
| 47 | JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD | 13,000 | 78,000 | 0.07% | ||
| 48 | VIVINT SOLAR INC | 12,000 | 38,000 | 0.03% | ||
| 49 | ORION ENERGY SYSTEMS INC | 14,000 | 19,000 | 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 (0001398344-16-020687, filed 2016.11.14).
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.
