| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY INC | 117,472 | 7,764,000 | 0.55% | ||
| 2 | GAMESTOP CORP NEW | 437,400 | 11,049,000 | 0.78% | Put | |
| 3 | EXPEDIA INC DEL | 154,565 | 17,509,000 | 1.24% | ||
| 4 | PAYCOM SOFTWARE INC | 463,644 | 21,091,000 | 1.50% | ||
| 5 | GRUBHUB INC | 585,100 | 22,011,000 | 1.56% | Call | |
| 6 | Pandora Media Inc | 1,743,300 | 22,733,000 | 1.61% | ||
| 7 | PEGASYSTEMS INC | 661,696 | 23,821,000 | 1.69% | ||
| 8 | INTEL CORP | 662,668 | 24,035,000 | 1.70% | ||
| 9 | WORKDAY INC | 389,500 | 25,742,000 | 1.83% | Call | |
| 10 | FITBIT INC | 3,698,800 | 27,075,000 | 1.92% | Call | |
| 11 | PRICELINE GRP INC | 22,099 | 32,398,000 | 2.30% | ||
| 12 | BROADCOM LTD | 189,400 | 33,480,000 | 2.37% | Call | |
| 13 | LOGMEIN INC | 452,009 | 43,641,000 | 3.09% | ||
| 14 | Pandora Media Inc | 3,709,100 | 48,367,000 | 3.43% | Call | |
| 15 | BROADCOM LTD | 273,656 | 48,374,000 | 3.43% | ||
| 16 | NETFLIX INC | 399,448 | 49,452,000 | 3.51% | ||
| 17 | COMPUTER SCIENCES CORP | 851,417 | 50,591,000 | 3.59% | ||
| 18 | NETFLIX INC | 412,400 | 51,055,000 | 3.62% | Call | |
| 19 | IAC INTERACTIVECORP | 801,196 | 51,909,000 | 3.68% | ||
| 20 | QORVO INC | 1,051,085 | 55,424,000 | 3.93% | ||
| 21 | SHOPIFY INC | 1,298,367 | 55,661,000 | 3.95% | ||
| 22 | WAYFAIR INC | 1,607,298 | 56,336,000 | 3.99% | ||
| 23 | AMAZON COM INC | 82,213 | 61,649,000 | 4.37% | ||
| 24 | GRUBHUB INC | 1,650,157 | 62,079,000 | 4.40% | ||
| 25 | ZYNGA INC | 24,732,404 | 63,562,000 | 4.51% | ||
| 26 | ISHARES TR | 2,397,097 | 66,639,000 | 4.72% | ||
| 27 | NVIDIA CORPORATION | 638,820 | 68,188,000 | 4.83% | ||
| 28 | SYMANTEC CORP | 3,612,624 | 86,306,000 | 6.12% | ||
| 29 | AMAZON COM INC | 116,900 | 87,660,000 | 6.22% | Call | |
| 30 | MARVELL TECHNOLOGY GROUP LTD | 9,717,354 | 134,780,000 | 9.56% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001164691-17-000061, 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.
