| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 1,458,061 | 164,834,000 | 12.14% | ||
| 2 | TWITTER INC | 5,471,146 | 126,110,000 | 9.28% | ||
| 3 | New York Times Co/The | 8,312,235 | 99,331,000 | 7.31% | ||
| 4 | NATIONAL OILWELL | 2,279,837 | 83,761,000 | 6.17% | ||
| 5 | TECK RESOURCES LTD | 4,087,966 | 73,706,000 | 5.43% | ||
| 6 | JD COM INC ADR | 2,782,140 | 72,586,000 | 5.34% | ||
| 7 | BITAUTO HLDGS LIMITED SPONSORED ADS | 2,327,218 | 67,675,000 | 4.98% | ||
| 8 | ENCANA CORP | 5,773,460 | 60,448,000 | 4.45% | ||
| 9 | TRANSOCEAN LTD | 5,563,006 | 59,302,000 | 4.37% | ||
| 10 | IAMGOLD CORP | 10,482,519 | 42,454,000 | 3.13% | ||
| 11 | KINROSS GOLD CORP | 9,513,628 | 40,052,000 | 2.95% | ||
| 12 | VALE S A | 8,344,794 | 39,304,000 | 2.89% | ||
| 13 | VIACOM CLASS B | 885,667 | 33,744,000 | 2.48% | ||
| 14 | STILLWATER MINING | 2,003,191 | 26,763,000 | 1.97% | ||
| 15 | ENSCO PLC | 3,064,597 | 26,049,000 | 1.92% | ||
| 16 | LEJU HLDGS LTD SPONSORED ADS | 4,775,201 | 25,500,000 | 1.88% | ||
| 17 | GILEAD SCIENCES INC | 262,764 | 20,790,000 | 1.53% | ||
| 18 | DIAMOND OFFSHORE DRILLING IN | 1,141,256 | 20,098,000 | 1.48% | ||
| 19 | WESTERN DIGITAL CORP | 341,723 | 19,981,000 | 1.47% | ||
| 20 | FRANKLIN RESOURCES INC | 550,935 | 19,597,000 | 1.44% | ||
| 21 | AUTOHOME INC | 641,292 | 15,551,000 | 1.14% | ||
| 22 | QUALCOMM INC | 216,836 | 14,853,000 | 1.09% | ||
| 23 | COPA HOLDINGS INC | 162,094 | 14,253,000 | 1.05% | ||
| 24 | Sohu.com Inc | 313,039 | 13,852,000 | 1.02% | ||
| 25 | NEWS CORP CL A | 833,009 | 11,645,000 | 0.86% | ||
| 26 | KINDER MORGAN INC DEL | 490,155 | 11,337,000 | 0.83% | ||
| 27 | BAIDU INC | 61,575 | 11,211,000 | 0.83% | ||
| 28 | PENN WEST | 5,928,775 | 10,731,000 | 0.79% | ||
| 29 | JPMORGAN CHASE & CO | 158,682 | 10,567,000 | 0.78% | ||
| 30 | MICRON TECHNOLOGY INC | 589,777 | 10,486,000 | 0.77% | ||
| 31 | The McClatchy Company | 649,342 | 10,474,000 | 0.77% | ||
| 32 | FREEPORT-MCMORAN INC | 874,177 | 9,494,000 | 0.70% | ||
| 33 | SINA CORP | 116,619 | 8,610,000 | 0.63% | ||
| 34 | GOLDMAN SACHS GROUP INC | 51,155 | 8,250,000 | 0.61% | ||
| 35 | FANG HLDGS LIMITED ADR | 1,725,006 | 7,745,000 | 0.57% | ||
| 36 | NATERA INC | 639,961 | 7,110,000 | 0.52% | ||
| 37 | AMERICAN INTL GROUP INC | 105,566 | 6,264,000 | 0.46% | ||
| 38 | MYRIAD GENETICS INC | 267,771 | 5,511,000 | 0.41% | ||
| 39 | RALPH LAUREN CORP | 49,441 | 5,000,000 | 0.37% | ||
| 40 | BLACKBERRY LTD | 614,601 | 4,905,000 | 0.36% | ||
| 41 | FOSSIL GROUP INC | 149,919 | 4,163,000 | 0.31% | ||
| 42 | MOVADO GROUP INC | 175,609 | 3,772,000 | 0.28% | ||
| 43 | CISCO SYS INC | 116,037 | 3,681,000 | 0.27% | ||
| 44 | IROBOT CORP | 80,569 | 3,543,000 | 0.26% | ||
| 45 | IAC INTERACTIVECORP | 56,316 | 3,518,000 | 0.26% | ||
| 46 | POTASH CORP SASK INC | 185,023 | 3,020,000 | 0.22% | ||
| 47 | BARRICK GOLD CORP | 154,549 | 2,739,000 | 0.20% | ||
| 48 | CHICAGO BRIDGE & IRON CO N V | 88,865 | 2,491,000 | 0.18% | ||
| 49 | AGCO | 46,547 | 2,296,000 | 0.17% | ||
| 50 | CLOUD PEAK ENERGY INC COM | 394,846 | 2,148,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387131-16-007796, filed 2016.11.09).
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.
