| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZULILY INC | 1,850,000 | 75,758,000 | 9.27% | ||
| 2 | VERISIGN INC | 1,300,000 | 63,453,000 | 7.76% | ||
| 3 | 58 COM INC | 1,050,000 | 56,763,000 | 6.94% | ||
| 4 | Crown Castle International | 700,000 | 51,982,000 | 6.36% | ||
| 5 | PALO ALTO NETWORKS INC | 600,000 | 50,310,000 | 6.15% | ||
| 6 | VEEVA SYS INC | 1,975,000 | 50,264,000 | 6.15% | ||
| 7 | Grupo Televisa, S.A. GDS | 1,250,000 | 42,888,000 | 5.25% | ||
| 8 | Intuit Inc | 240,000 | 41,153,000 | 5.03% | ||
| 9 | TAL ED GROUP | 1,478,000 | 40,645,000 | 4.97% | ||
| 10 | AMAZON.COM INC | 120,000 | 38,974,000 | 4.77% | ||
| 11 | MICRON TECHNOLOGY | 1,150,000 | 37,893,000 | 4.63% | ||
| 12 | AMERICAN TOWER CORP (REIT) | 400,000 | 35,992,000 | 4.40% | ||
| 13 | EQUINIX INC | 160,000 | 33,614,000 | 4.11% | ||
| 14 | VIPSHOP HLDGS LTD | 150,000 | 28,161,000 | 3.44% | ||
| 15 | GOOGLE INC | 46,500 | 27,187,000 | 3.33% | ||
| 16 | WORKDAY INC | 300,000 | 26,958,000 | 3.30% | ||
| 17 | GOOGLE INC | 43,500 | 25,025,000 | 3.06% | ||
| 18 | JUMEI INTL HLDG LTD | 850,000 | 23,120,000 | 2.83% | ||
| 19 | TABLEAU SOFTWARE INC CL A | 315,000 | 22,469,000 | 2.75% | ||
| 20 | FACEBOOK INC CL A | 150,000 | 10,094,000 | 1.23% | ||
| 21 | NEW ORIENTAL ED & TECH GRP I | 375,000 | 9,964,000 | 1.22% | ||
| 22 | OPOWER INC | 480,000 | 9,048,000 | 1.11% | ||
| 23 | PANDORA MEDIA INC | 220,000 | 6,490,000 | 0.79% | ||
| 24 | ARISTA NETWORKS INC | 97,350 | 6,074,000 | 0.74% | ||
| 25 | COSTAR GROUP INC COM | 15,000 | 2,373,000 | 0.29% | ||
| 26 | MOBILEIRON INC | 100,000 | 952,000 | 0.12% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-032748, 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.
