| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | T-MOBILE | 2,327,140 | 133,834,000 | 8.19% | ||
| 2 | TIME WARNER INC | 1,255,000 | 121,145,000 | 7.42% | ||
| 3 | MARVELL TECHNOLOGY GROUP LTD | 7,438,391 | 103,170,000 | 6.32% | ||
| 4 | DISH NETWORK A | 1,659,179 | 96,116,000 | 5.88% | ||
| 5 | DISNEY WALT CO | 859,000 | 89,525,000 | 5.48% | ||
| 6 | Pandora Media Inc | 6,047,818 | 78,864,000 | 4.83% | ||
| 7 | ALIBABA GROUP HLDG LTD | 849,111 | 74,560,000 | 4.56% | ||
| 8 | SABRE CORP | 2,962,685 | 73,919,000 | 4.53% | ||
| 9 | MGM RESORTS INTERNATIONAL | 2,514,926 | 72,505,000 | 4.44% | ||
| 10 | CHARTER COMM | 239,306 | 68,901,000 | 4.22% | ||
| 11 | STAMPS COM INC COM NEW | 592,000 | 67,873,000 | 4.16% | ||
| 12 | COMPUTER SCIENCE | 895,457 | 53,208,000 | 3.26% | ||
| 13 | SALESFORCE COM INC | 773,451 | 52,950,000 | 3.24% | ||
| 14 | ADVANCED MICRO DEVICES INC COM | 4,628,851 | 52,491,000 | 3.21% | ||
| 15 | SERVICENOW INC | 692,610 | 51,489,000 | 3.15% | ||
| 16 | NVIDIA CORPORATION | 409,000 | 43,657,000 | 2.67% | ||
| 17 | MERCADOLIBRE INC | 275,103 | 42,955,000 | 2.63% | ||
| 18 | ARRIS INTL INC | 1,360,950 | 41,005,000 | 2.51% | ||
| 19 | PROOFPOINT INC | 573,167 | 40,494,000 | 2.48% | ||
| 20 | ZENDESK INC | 1,800,374 | 38,168,000 | 2.34% | ||
| 21 | ANALOG DEVICES INC | 510,832 | 37,097,000 | 2.27% | ||
| 22 | CYPRESS SEMICONDUCTRCORP | 3,074,000 | 35,167,000 | 2.15% | ||
| 23 | MOBILE TELESYSTEMS PJSC | 3,550,000 | 32,341,000 | 1.98% | ||
| 24 | TEXAS INSTRS INC | 371,000 | 27,072,000 | 1.66% | ||
| 25 | FIREEYE INC | 2,077,796 | 24,726,000 | 1.51% | ||
| 26 | TAKE-TWO INTERACTIVE SOFTWARE COM | 400,968 | 19,764,000 | 1.21% | ||
| 27 | XILINX INC | 294,000 | 17,749,000 | 1.09% | ||
| 28 | SPRINT CORP | 2,067,000 | 17,404,000 | 1.07% | ||
| 29 | MARVELL TECHNOLOGY GROUP LTD | 1,000,000 | 13,870,000 | 0.85% | Call | |
| 30 | FORTINET | 375,741 | 11,317,000 | 0.69% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000754, 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.
