| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 10,198,173 | 1,005,030,000 | 26.55% | ||
| 2 | LINKEDIN CORP COM CL A | 2,665,546 | 509,439,000 | 13.46% | ||
| 3 | CHARTER COMM | 1,449,213 | 391,244,000 | 10.34% | ||
| 4 | PALO ALTO NETWORKS | 2,270,555 | 361,768,000 | 9.56% | ||
| 5 | AVIS BUDGET GROUP | 8,500,000 | 290,785,000 | 7.68% | ||
| 6 | EBAY INC | 6,631,511 | 218,177,000 | 5.76% | ||
| 7 | APPLE INC | 1,369,009 | 154,766,000 | 4.09% | ||
| 8 | PRICELINE GRP INC | 87,976 | 129,456,000 | 3.42% | ||
| 9 | T-MOBILE | 2,386,952 | 111,518,000 | 2.95% | ||
| 10 | SERVICENOW INC | 1,164,600 | 92,178,000 | 2.43% | ||
| 11 | CARTERS INC | 995,275 | 86,300,000 | 2.28% | ||
| 12 | HERTZ GLOBAL HLDGS INC | 1,999,999 | 80,320,000 | 2.12% | ||
| 13 | Pandora Media Inc | 4,220,185 | 60,475,000 | 1.60% | ||
| 14 | FITBIT INC | 4,010,048 | 59,509,000 | 1.57% | ||
| 15 | EXPEDIA INC DEL | 499,090 | 58,254,000 | 1.54% | ||
| 16 | SIGNET JEWELERS LIMITED SHS | 778,691 | 58,036,000 | 1.53% | ||
| 17 | WORKDAY A | 586,000 | 53,730,000 | 1.42% | ||
| 18 | EHI CAR SVCS LTD | 4,167,432 | 42,716,000 | 1.13% | ||
| 19 | ZILLOW GROUP | 630,952 | 21,862,000 | 0.58% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-008794, filed 2016.11.14).
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.
