| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 10,187,700 | 1,261,237,000 | 36.41% | ||
| 2 | FACEBOOK INC | 3,726,552 | 428,740,000 | 12.38% | ||
| 3 | CHARTER COMM | 1,255,596 | 361,511,000 | 10.44% | ||
| 4 | AVIS BUDGET GROUP | 8,500,000 | 311,780,000 | 9.00% | ||
| 5 | T-MOBILE | 3,832,964 | 220,434,000 | 6.36% | ||
| 6 | PALO ALTO NETWORKS | 1,696,813 | 212,186,000 | 6.13% | ||
| 7 | SALESFORCE COM INC | 2,433,234 | 166,579,000 | 4.81% | ||
| 8 | SIGNET JEWELERS LIMITED SHS | 1,178,149 | 111,052,000 | 3.21% | ||
| 9 | CARTERS INC | 1,072,477 | 92,651,000 | 2.67% | ||
| 10 | ZILLOW GROUP | 2,465,862 | 89,930,000 | 2.60% | ||
| 11 | Pandora Media Inc | 4,220,185 | 55,031,000 | 1.59% | ||
| 12 | HERTZ GLOBAL HLDGS INC | 1,999,999 | 43,120,000 | 1.24% | ||
| 13 | EHI CAR SVCS LTD | 4,167,432 | 37,757,000 | 1.09% | ||
| 14 | ZILLOW GROUP INC | 988,176 | 36,019,000 | 1.04% | ||
| 15 | SERVICENOW INC | 229,935 | 17,093,000 | 0.49% | ||
| 16 | ADOBE INC | 115,853 | 11,927,000 | 0.34% | ||
| 17 | FIAT CHRYSLER AUTOMOBILES NV COM | 754,388 | 6,880,000 | 0.20% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-17-001211, filed 2017.02.14).
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.
