| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY GROUP LTD | 8,788,952 | 83,759,000 | 5.68% | ||
| 2 | AMAZON COM INC | 116,900 | 83,656,000 | 5.67% | Call | |
| 3 | ZYNGA INC | 33,351,639 | 83,046,000 | 5.63% | ||
| 4 | NVIDIA CORPORATION | 1,709,863 | 80,381,000 | 5.45% | ||
| 5 | ELECTRONIC ARTS INC | 1,041,431 | 78,899,000 | 5.35% | ||
| 6 | SYMANTEC CORP | 3,750,229 | 77,030,000 | 5.22% | ||
| 7 | PRICELINE GRP INC | 58,512 | 73,047,000 | 4.95% | ||
| 8 | WESTERN DIGITAL CORP | 1,515,900 | 71,641,000 | 4.85% | Call | |
| 9 | GRUBHUB INC | 2,100,392 | 65,259,000 | 4.42% | ||
| 10 | DEMANDWARE INC | 866,365 | 64,891,000 | 4.40% | ||
| 11 | BROADCOM LTD | 362,692 | 56,362,000 | 3.82% | ||
| 12 | HEWLETT PACKARD ENTERPRISE C | 3,043,106 | 55,598,000 | 3.77% | ||
| 13 | FORTINET | 1,550,397 | 48,977,000 | 3.32% | ||
| 14 | IAC INTERACTIVECORP | 819,142 | 46,118,000 | 3.13% | ||
| 15 | AMAZON COM INC | 63,179 | 45,212,000 | 3.06% | ||
| 16 | SHOPIFY INC | 1,375,095 | 42,298,000 | 2.87% | ||
| 17 | ALPHABET INC | 58,500 | 40,488,000 | 2.74% | Call | |
| 18 | RED HAT INC | 544,385 | 39,522,000 | 2.68% | ||
| 19 | BROADCOM LTD | 245,900 | 38,213,000 | 2.59% | Call | |
| 20 | NETFLIX INC | 412,400 | 37,726,000 | 2.56% | Call | |
| 21 | Wayfair Inc | 936,182 | 36,511,000 | 2.47% | ||
| 22 | PAYCOM SOFTWARE INC | 789,332 | 34,107,000 | 2.31% | ||
| 23 | LINKEDIN CORP COM CL A | 175,612 | 33,235,000 | 2.25% | ||
| 24 | ORACLE CORP | 702,167 | 28,740,000 | 1.95% | ||
| 25 | PAYPAL HLDGS INC | 710,600 | 25,944,000 | 1.76% | Put | |
| 26 | STRATASYS LTD | 1,120,579 | 25,650,000 | 1.74% | ||
| 27 | MARVELL TECHNOLOGY GROUP LTD | 2,361,500 | 22,505,000 | 1.53% | Call | |
| 28 | GRUBHUB INC | 585,100 | 18,179,000 | 1.23% | Call | |
| 29 | GAMESTOP CORP NEW CL A | 437,400 | 11,626,000 | 0.79% | Put | |
| 30 | TIVO INC | 1,164,700 | 11,531,000 | 0.78% | ||
| 31 | NETFLIX INC | 111,195 | 10,172,000 | 0.69% | ||
| 32 | ALPHABET INC | 7,590 | 5,340,000 | 0.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001164691-16-000295, 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.
