| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MERCADOLIBRE INC | 1,065,817 | 115,801,000 | 7.26% | ||
| 2 | MOODYS CORP | 1,146,945 | 108,386,000 | 6.80% | ||
| 3 | FACEBOOK INC | 1,324,940 | 104,723,000 | 6.57% | ||
| 4 | NETFLIX INC | 207,000 | 93,394,000 | 5.86% | ||
| 5 | TABLEAU SOFTWARE INC CL A | 1,268,078 | 92,126,000 | 5.78% | ||
| 6 | TWITTER INC | 1,648,206 | 85,014,000 | 5.33% | ||
| 7 | ALIBABA GROUP HLDG LTD | 902,000 | 80,143,000 | 5.03% | ||
| 8 | LINKEDIN CORP COM CL A | 383,050 | 79,594,000 | 4.99% | ||
| 9 | VIPSHOP HLDGS LTD | 410,667 | 77,620,000 | 4.87% | ||
| 10 | ACTIVISION BLIZZARD INC | 3,547,816 | 73,759,000 | 4.63% | ||
| 11 | QIHOO 360 TECHNOLOGY CO LTD | 996,041 | 67,203,000 | 4.21% | ||
| 12 | DISH NETWORK A | 918,408 | 59,311,000 | 3.72% | ||
| 13 | MELCO ENTMT ADR | 2,250,979 | 59,178,000 | 3.71% | ||
| 14 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 1,529,722 | 51,414,000 | 3.22% | ||
| 15 | PETSMART | 730,000 | 51,166,000 | 3.21% | ||
| 16 | ZEBRA TECHNOLOGIES CORPORATION CL A | 692,623 | 49,155,000 | 3.08% | ||
| 17 | SBA COMMUNICATIONS CORPORATION | 393,506 | 43,640,000 | 2.74% | ||
| 18 | VIMPELCOM LTD | 5,944,161 | 42,917,000 | 2.69% | ||
| 19 | CRITEO SA | 1,239,056 | 41,694,000 | 2.61% | ||
| 20 | BROADCOM CORP CL A | 1,016,000 | 41,067,000 | 2.58% | ||
| 21 | BANKRATE INC DEL COM | 3,519,511 | 39,982,000 | 2.51% | ||
| 22 | JD COM INC ADR | 1,315,968 | 33,978,000 | 2.13% | ||
| 23 | RACKSPACE HOSTING INC | 764,671 | 24,890,000 | 1.56% | ||
| 24 | YAHOO INC | 519,089 | 21,153,000 | 1.33% | ||
| 25 | CHANNELADVISOR CORP COM | 837,036 | 13,727,000 | 0.86% | ||
| 26 | HIMAX TECHNOLOGIES INC ADR SPONSORED | 1,205,000 | 12,231,000 | 0.77% | ||
| 27 | GRUPO TELEVISA ADR | 334,156 | 11,321,000 | 0.71% | ||
| 28 | ZENDESK INC | 471,899 | 10,188,000 | 0.64% | ||
| 29 | IAC INTERACTIVECORP | 148,559 | 9,790,000 | 0.61% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001843, filed 2014.11.14).
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.
