| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOODYS CORP | 1,406,479 | 123,292,000 | 7.42% | ||
| 2 | WebMD Health Corp | 2,485,597 | 120,054,000 | 7.23% | ||
| 3 | ACTIVISION BLIZZARD INC | 5,151,000 | 114,867,000 | 6.92% | ||
| 4 | QIHOO 360 TECHNOLOGY CO LTD | 1,240,607 | 114,185,000 | 6.88% | ||
| 5 | MELCO ENTMT ADR | 2,896,980 | 103,451,000 | 6.23% | ||
| 6 | TIME WARNER INC NEW | 700,000 | 103,110,000 | 6.21% | ||
| 7 | MERCADOLIBRE INC | 1,031,471 | 98,402,000 | 5.93% | ||
| 8 | TABLEAU SOFTWARE INC CL A | 1,356,895 | 96,787,000 | 5.83% | ||
| 9 | TRIPADVISOR INC | 794,858 | 86,369,000 | 5.20% | ||
| 10 | FACEBOOK INC | 1,221,712 | 82,209,000 | 4.95% | ||
| 11 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 2,117,207 | 73,150,000 | 4.40% | ||
| 12 | SIRIUS XM HOLDINGS INC | 18,300,438 | 63,320,000 | 3.81% | ||
| 13 | BANKRATE INC DEL COM | 3,519,511 | 61,732,000 | 3.72% | ||
| 14 | NETFLIX INC | 138,000 | 60,803,000 | 3.66% | ||
| 15 | TWITTER INC | 1,481,993 | 60,717,000 | 3.66% | ||
| 16 | 58 COM INC | 955,611 | 51,660,000 | 3.11% | ||
| 17 | SBA COMMUNICATIONS CORPORATION | 495,506 | 50,690,000 | 3.05% | ||
| 18 | BAIDU INC | 192,743 | 36,006,000 | 2.17% | ||
| 19 | TIME INC CSH MRG $18.50/SH 1/31/18 | 1,469,243 | 35,585,000 | 2.14% | ||
| 20 | VODAFONE GROUP PLC NEW | 911,819 | 30,446,000 | 1.83% | ||
| 21 | BLACKBERRY LTD | 2,807,341 | 28,747,000 | 1.73% | ||
| 22 | CHANNELADVISOR CORP COM | 837,036 | 22,064,000 | 1.33% | ||
| 23 | LINKEDIN CORP COM CL A | 123,000 | 21,091,000 | 1.27% | ||
| 24 | Intl Game Technology | 1,266,397 | 20,148,000 | 1.21% | ||
| 25 | ZEBRA TECHNOLOGIES CORPORATION CL A | 21,820 | 1,796,000 | 0.11% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001476, filed 2014.08.14).
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.
