| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 10,198,173 | 932,929,000 | 28.38% | ||
| 2 | Intuit Inc | 2,665,546 | 504,455,000 | 15.35% | ||
| 3 | CHARTER COMMUNICATIONS INC CL A | 1,449,213 | 331,348,000 | 10.08% | ||
| 4 | AVIS BUDGET GROUP INC | 9,000,000 | 290,070,000 | 8.82% | ||
| 5 | PRICELINE GROUP INC (THE) | 195,859 | 244,512,000 | 7.44% | ||
| 6 | APPLE INC | 2,053,514 | 196,316,000 | 5.97% | ||
| 7 | PALO ALTO NETWORKS INC | 1,004,394 | 123,179,000 | 3.75% | ||
| 8 | HERTZ GLOBAL HOLDINGS INC COM | 10,000,000 | 110,100,000 | 3.35% | ||
| 9 | CARTER S INC | 995,275 | 105,967,000 | 3.22% | ||
| 10 | T MOBILE US INC | 2,386,952 | 103,283,000 | 3.14% | ||
| 11 | TABLEAU SOFTWARE INC CL A | 1,000,000 | 48,920,000 | 1.49% | ||
| 12 | EXPEDIA INC DEL COM NEW | 418,890 | 44,528,000 | 1.35% | ||
| 13 | WORKDAY INC | 586,000 | 43,757,000 | 1.33% | ||
| 14 | SERVICENOW INC | 635,700 | 42,210,000 | 1.28% | ||
| 15 | EHI CAR SVCS LTD | 4,167,432 | 42,133,000 | 1.28% | ||
| 16 | TWENTY-FIRST CENTURY FOX INC CL A (LIMITED VOTING) | 1,419,000 | 38,384,000 | 1.17% | ||
| 17 | FITBIT INC | 2,983,850 | 36,463,000 | 1.11% | ||
| 18 | PANDORA MEDIA INC | 2,050,572 | 25,530,000 | 0.78% | ||
| 19 | ZILLOW GROUP INC | 630,952 | 22,891,000 | 0.70% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-007874, filed 2016.08.15).
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.
