| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARISTA NETWORKS INC | 75,000 | 9,920,000 | 10.60% | ||
| 2 | NUTANIX INC | 479,772 | 9,005,000 | 9.63% | ||
| 3 | FACEBOOK INC | 60,000 | 8,523,000 | 9.11% | ||
| 4 | INVENSENSE INC | 410,000 | 5,178,000 | 5.54% | ||
| 5 | NETFLIX INC | 35,000 | 5,173,000 | 5.53% | ||
| 6 | ALPHABET INC | 5,516 | 4,576,000 | 4.89% | ||
| 7 | AMAZON COM INC | 5,000 | 4,433,000 | 4.74% | ||
| 8 | ALIBABA GROUP HLDG LTD | 40,000 | 4,313,000 | 4.61% | ||
| 9 | EQUINIX INC | 10,027 | 4,015,000 | 4.29% | ||
| 10 | ROCKET FUEL INC | 660,000 | 3,538,000 | 3.78% | ||
| 11 | EXAR CORPORATION | 270,000 | 3,513,000 | 3.76% | ||
| 12 | WORKDAY INC | 40,000 | 3,330,000 | 3.56% | ||
| 13 | TESLA INC | 10,600 | 2,950,000 | 3.15% | ||
| 14 | SUNRUN INC | 529,820 | 2,861,000 | 3.06% | ||
| 15 | BAIDU INC | 15,000 | 2,588,000 | 2.77% | ||
| 16 | Pandora Media Inc | 200,000 | 2,362,000 | 2.52% | ||
| 17 | PALO ALTO NETWORKS INC | 20,000 | 2,254,000 | 2.41% | ||
| 18 | AMBARELLA INC | 40,000 | 2,188,000 | 2.34% | ||
| 19 | ADOBE INC | 15,000 | 1,952,000 | 2.09% | ||
| 20 | TWITTER INC | 100,000 | 1,495,000 | 1.60% | ||
| 21 | PAYPAL HLDGS INC | 30,000 | 1,291,000 | 1.38% | ||
| 22 | SINA CORP | 15,000 | 1,082,000 | 1.16% | ||
| 23 | PURE STORAGE INC | 100,000 | 983,000 | 1.05% | ||
| 24 | QUICKLOGIC CORP | 520,000 | 926,000 | 0.99% | ||
| 25 | VMWARE INC | 10,000 | 921,000 | 0.98% | ||
| 26 | APPLE INC | 4,500 | 646,000 | 0.69% | ||
| 27 | FITBIT INC | 100,000 | 592,000 | 0.63% | ||
| 28 | GOGO INC | 50,000 | 550,000 | 0.59% | ||
| 29 | POWER INTEGRATIONS INC COM | 5,799 | 381,000 | 0.41% | ||
| 30 | ITRON INC | 5,565 | 338,000 | 0.36% | ||
| 31 | HONEYWELL INTL INC | 2,080 | 260,000 | 0.28% | ||
| 32 | TERRAFORM PWR INC CL A COM | 20,000 | 247,000 | 0.26% | ||
| 33 | CREE INC | 8,000 | 214,000 | 0.23% | ||
| 34 | INTEVAC INC COM | 15,800 | 198,000 | 0.21% | ||
| 35 | SOLAREDGE TECHNOLOGIES INC | 11,000 | 172,000 | 0.18% | ||
| 36 | Covanta Holding Corp. | 10,000 | 157,000 | 0.17% | ||
| 37 | ASPEN AEROGELS INC COM | 35,000 | 145,000 | 0.16% | ||
| 38 | SUNPOWER CORP | 19,931 | 122,000 | 0.13% | ||
| 39 | JA SOLAR HOLDINGS COMPANY LIMITED SPON ADR REP5ORD | 13,000 | 85,000 | 0.09% | ||
| 40 | VIVINT SOLAR INC | 12,000 | 34,000 | 0.04% | ||
| 41 | ORION ENERGY SYSTEMS INC | 14,000 | 28,000 | 0.03% | ||
| 42 | SunEdison Inc | 21,130 | 7,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-17-006267, filed 2017.05.12).
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.
