| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ACTIVISION BLIZZARD INC | 5,623,083 | 222,843,000 | 12.26% | ||
| 2 | KELLOGG CO | 2,294,417 | 187,339,000 | 10.30% | ||
| 3 | T-MOBILE | 3,233,622 | 139,919,000 | 7.70% | ||
| 4 | AMAZON COM INC | 155,798 | 111,492,000 | 6.13% | ||
| 5 | MERCADOLIBRE INC | 784,297 | 110,327,000 | 6.07% | ||
| 6 | AMAZON COM INC | 150,000 | 107,343,000 | 5.90% | Call | |
| 7 | PROOFPOINT INC | 1,473,315 | 92,951,000 | 5.11% | ||
| 8 | BROADCOM LTD | 582,997 | 90,598,000 | 4.98% | ||
| 9 | MADISON SQUARE GARDEN CO NEW | 454,652 | 78,432,000 | 4.31% | ||
| 10 | ZENDESK INC | 2,951,767 | 77,868,000 | 4.28% | ||
| 11 | ALIBABA GROUP HLDG LTD | 873,033 | 69,432,000 | 3.82% | ||
| 12 | COACH INC | 1,648,394 | 67,156,000 | 3.69% | ||
| 13 | NXP SEMICONDUCTORS N V | 801,369 | 62,779,000 | 3.45% | ||
| 14 | DICKS SPORTING GOODS | 1,289,000 | 58,082,000 | 3.19% | ||
| 15 | VIACOM CLASS B | 1,375,664 | 57,049,000 | 3.14% | ||
| 16 | ARRIS INTL INC | 2,218,280 | 46,495,000 | 2.56% | ||
| 17 | CHARTER COMM | 199,406 | 45,592,000 | 2.51% | ||
| 18 | 58 COM INC | 926,479 | 42,516,000 | 2.34% | ||
| 19 | SPLUNK | 748,000 | 40,527,000 | 2.23% | ||
| 20 | DOLLAR TREE INC | 348,352 | 32,829,000 | 1.81% | ||
| 21 | ON SEMICONDUCTOR CORP | 3,486,000 | 30,747,000 | 1.69% | ||
| 22 | CTRIP COM INTL LTD | 563,902 | 23,233,000 | 1.28% | ||
| 23 | DOMINOS PIZZA (USD) | 171,952 | 22,591,000 | 1.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003880, 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.
