| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADOBE INC | 618,755 | 50,126,000 | 18.46% | ||
| 2 | SBA COMMUNICATIONS CORPORATION | 424,792 | 48,838,000 | 17.99% | ||
| 3 | EXPEDIA INC DEL | 439,101 | 48,016,000 | 17.68% | ||
| 4 | FACEBOOK INC | 470,927 | 40,389,000 | 14.88% | ||
| 5 | MONDELEZ INTL INC | 822,191 | 33,825,000 | 12.46% | ||
| 6 | SHERWIN WILLIAMS CO | 106,788 | 29,369,000 | 10.82% | ||
| 7 | HOME DEPOT INC | 188,565 | 20,955,000 | 7.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-15-001790, filed 2015.08.14).
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.
