| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MARVELL TECHNOLOGY GROUP LTD | 12,379,858 | 164,281,000 | 8.84% | ||
| 2 | SYMANTEC CORP | 4,345,465 | 109,071,000 | 5.87% | ||
| 3 | AMAZON COM INC | 116,900 | 97,882,000 | 5.27% | Call | |
| 4 | BROADCOM LTD | 527,000 | 90,918,000 | 4.89% | Call | |
| 5 | ELECTRONIC ARTS INC | 1,005,992 | 85,912,000 | 4.63% | ||
| 6 | PRICELINE GRP INC | 57,296 | 84,310,000 | 4.54% | ||
| 7 | LogMeIn Inc | 858,068 | 77,561,000 | 4.18% | ||
| 8 | ZYNGA INC | 26,038,030 | 75,771,000 | 4.08% | ||
| 9 | RED HAT INC | 934,997 | 75,576,000 | 4.07% | ||
| 10 | INTEL CORP | 1,884,700 | 71,147,000 | 3.83% | Call | |
| 11 | IAC INTERACTIVECORP | 1,094,768 | 68,390,000 | 3.68% | ||
| 12 | FORTINET | 1,805,752 | 66,686,000 | 3.59% | ||
| 13 | NVIDIA CORPORATION | 892,068 | 61,124,000 | 3.29% | ||
| 14 | Wayfair Inc | 1,550,550 | 61,045,000 | 3.29% | ||
| 15 | HEWLETT PACKARD ENTERPRISE C | 2,663,040 | 60,584,000 | 3.26% | ||
| 16 | COMPUTER SCIENCE | 1,142,263 | 59,638,000 | 3.21% | ||
| 17 | GRUBHUB INC | 1,331,480 | 57,240,000 | 3.08% | ||
| 18 | FITBIT INC | 3,698,800 | 54,890,000 | 2.95% | Call | |
| 19 | LINKEDIN CORP COM CL A | 253,222 | 48,396,000 | 2.61% | ||
| 20 | BROADCOM LTD | 248,524 | 42,875,000 | 2.31% | ||
| 21 | NETFLIX INC | 412,400 | 40,642,000 | 2.19% | Call | |
| 22 | AMAZON COM INC | 47,342 | 39,640,000 | 2.13% | ||
| 23 | SHOPIFY INC | 917,238 | 39,368,000 | 2.12% | ||
| 24 | QORVO | 680,531 | 37,933,000 | 2.04% | ||
| 25 | FITBIT INC | 2,130,376 | 31,615,000 | 1.70% | ||
| 26 | INTEL CORP | 734,477 | 27,727,000 | 1.49% | ||
| 27 | CVENT INC | 852,261 | 27,025,000 | 1.45% | ||
| 28 | GRUBHUB INC | 585,100 | 25,153,000 | 1.35% | Call | |
| 29 | PAYCOM SOFTWARE INC | 437,881 | 21,951,000 | 1.18% | ||
| 30 | NETFLIX INC | 148,776 | 14,662,000 | 0.79% | ||
| 31 | GAMESTOP CORP NEW CL A | 437,400 | 12,068,000 | 0.65% | Put | |
| 32 | COMSCORE INC | 337,356 | 10,343,000 | 0.56% | ||
| 33 | Pandora Media Inc | 715,058 | 10,247,000 | 0.55% | ||
| 34 | SHUTTERFLY INC | 90,308 | 4,031,000 | 0.22% | ||
| 35 | NUTANIX INC CL A | 50,000 | 1,850,000 | 0.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001164691-16-000323, 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.
