| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 11,806,213 | 1,219,110,000 | 40.42% | ||
| 2 | AVIS BUDGET GROUP | 9,500,000 | 414,960,000 | 13.76% | ||
| 3 | SOLARCITY CORP | 8,016,435 | 342,382,000 | 11.35% | ||
| 4 | QUALCOMM INC | 4,000,000 | 214,920,000 | 7.13% | Call | |
| 5 | FACEBOOK INC | 1,700,000 | 152,830,000 | 5.07% | ||
| 6 | FIREEYE INC | 4,475,665 | 142,416,000 | 4.72% | ||
| 7 | RESTORATION HARDWARE HLDGS I | 1,000,000 | 93,310,000 | 3.09% | ||
| 8 | Hertz Global Holdings, Inc. | 5,372,359 | 89,880,000 | 2.98% | ||
| 9 | SUNEDISON INC | 12,431,891 | 89,261,000 | 2.96% | ||
| 10 | TEMPUR SEALY INTL INC COM | 1,065,985 | 76,143,000 | 2.52% | ||
| 11 | QUALCOMM INC | 1,000,000 | 53,730,000 | 1.78% | ||
| 12 | VIPSHOP HLDGS LTD | 2,500,000 | 42,000,000 | 1.39% | ||
| 13 | SERVICENOW INC | 293,384 | 20,376,000 | 0.68% | ||
| 14 | JD COM INC ADR | 750,000 | 19,545,000 | 0.65% | ||
| 15 | TRUECAR INC | 2,826,519 | 14,726,000 | 0.49% | ||
| 16 | 58 COM INC | 300,000 | 14,115,000 | 0.47% | ||
| 17 | PALO ALTO NETWORKS | 52,700 | 9,064,000 | 0.30% | ||
| 18 | YODLEE INC | 347,438 | 5,604,000 | 0.19% | ||
| 19 | EHI CAR SVCS LTD | 166,667 | 1,932,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-15-004243, filed 2015.11.16).
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.
