| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 534,412 | 48,044,000 | 7.38% | ||
| 2 | STARBUCKS CORP | 753,150 | 42,809,000 | 6.57% | ||
| 3 | PRICELINE GRP INC | 26,092 | 32,272,000 | 4.95% | ||
| 4 | VISA INC | 438,900 | 30,574,000 | 4.69% | ||
| 5 | LINKEDIN CORP COM CL A | 160,365 | 30,490,000 | 4.68% | ||
| 6 | SALESFORCE COM INC | 433,808 | 30,119,000 | 4.62% | ||
| 7 | UNDER ARMOUR INC | 286,216 | 27,700,000 | 4.25% | ||
| 8 | REGENERON PHARMACEUTICALS | 59,339 | 27,601,000 | 4.24% | ||
| 9 | MASTERCARD INCORPORATED | 294,053 | 26,500,000 | 4.07% | ||
| 10 | CELGENE CORP | 231,057 | 24,993,000 | 3.84% | ||
| 11 | AMAZON COM INC | 42,021 | 21,510,000 | 3.30% | ||
| 12 | CHIPOTLE MEXICAN GRILL INC | 27,247 | 19,625,000 | 3.01% | ||
| 13 | APPLE COMPUTER INC | 173,227 | 19,107,000 | 2.93% | ||
| 14 | ILLUMINA INC | 107,580 | 18,915,000 | 2.90% | ||
| 15 | ULTA BEAUTY INC | 115,136 | 18,807,000 | 2.89% | ||
| 16 | ARM HLDGS PLC | 426,474 | 18,445,000 | 2.83% | ||
| 17 | GOOGLE INC | 29,500 | 17,948,000 | 2.76% | ||
| 18 | TRANSDIGM GROUP INC COM | 74,417 | 15,807,000 | 2.43% | ||
| 19 | TJX COS INC NEW | 213,837 | 15,272,000 | 2.34% | ||
| 20 | Alexion Pharma Inc | 94,460 | 14,773,000 | 2.27% | ||
| 21 | DISNEY WALT CO | 135,536 | 13,852,000 | 2.13% | ||
| 22 | PALO ALTO NETWORKS | 75,906 | 13,056,000 | 2.00% | ||
| 23 | BIOGEN INC | 44,040 | 12,851,000 | 1.97% | ||
| 24 | MIDDLEBY CORP | 122,119 | 12,846,000 | 1.97% | ||
| 25 | SPLUNK | 212,787 | 11,778,000 | 1.81% | ||
| 26 | WORKDAY A | 141,915 | 9,772,000 | 1.50% | ||
| 27 | MONSANTO CO NEW | 105,843 | 9,033,000 | 1.39% | ||
| 28 | PAYPAL HLDGS INC | 279,881 | 8,688,000 | 1.33% | ||
| 29 | JOHNSON CTLS INTL PLC | 210,000 | 8,686,000 | 1.33% | ||
| 30 | TRIPADVISOR INC | 127,865 | 8,058,000 | 1.24% | ||
| 31 | TWITTER INC | 273,604 | 7,371,000 | 1.13% | ||
| 32 | Baidu Inc | 53,620 | 7,368,000 | 1.13% | ||
| 33 | FIREEYE INC | 228,515 | 7,271,000 | 1.12% | ||
| 34 | DOMINOS PIZZA (USD) | 59,594 | 6,431,000 | 0.99% | ||
| 35 | RESTORATION HARDWARE HLDGS I | 65,344 | 6,097,000 | 0.94% | ||
| 36 | BIOMARIN | 53,857 | 5,672,000 | 0.87% | ||
| 37 | AMERICAN TOWER CORP NEW | 3,777 | 332,000 | 0.05% | ||
| 38 | MICROSOFT CORP | 6,500 | 288,000 | 0.04% | ||
| 39 | GENERAL ELECTRIC CO | 9,000 | 227,000 | 0.03% | ||
| 40 | PRICE T ROWE GROUP INC | 3,200 | 222,000 | 0.03% | ||
| 41 | PROCTER AND GAMBLE CO | 3,000 | 216,000 | 0.03% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-064635, 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.
