| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 10,428,173 | 1,192,774,000 | 40.32% | ||
| 2 | SOLARCITY CORP | 8,500,000 | 433,670,000 | 14.66% | ||
| 3 | AVIS BUDGET GROUP | 9,500,000 | 344,755,000 | 11.65% | ||
| 4 | QUALCOMM INC | 4,000,000 | 199,940,000 | 6.76% | Call | |
| 5 | FACEBOOK INC | 1,800,000 | 188,388,000 | 6.37% | ||
| 6 | Hertz Global Holdings, Inc. | 12,100,000 | 172,183,000 | 5.82% | ||
| 7 | RESTORATION HARDWARE HLDGS I | 1,049,261 | 83,364,000 | 2.82% | ||
| 8 | FIREEYE INC | 3,294,165 | 68,321,000 | 2.31% | ||
| 9 | GRUBHUB INC | 2,500,000 | 60,500,000 | 2.04% | ||
| 10 | ANHEUSER BUSCH INBEV SA/NV | 346,485 | 43,311,000 | 1.46% | ||
| 11 | VIPSHOP HLDGS LTD | 2,500,000 | 38,175,000 | 1.29% | ||
| 12 | PALO ALTO NETWORKS | 200,000 | 35,228,000 | 1.19% | ||
| 13 | SERVICENOW INC | 394,105 | 34,114,000 | 1.15% | ||
| 14 | EHI CAR SVCS LTD | 2,350,765 | 29,596,000 | 1.00% | ||
| 15 | JD COM INC ADR | 750,000 | 24,199,000 | 0.82% | ||
| 16 | SHOPIFY INC | 361,095 | 9,316,000 | 0.31% | ||
| 17 | ATLASSIAN CORP PLC | 20,000 | 602,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-005819, filed 2016.02.16).
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.
