| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY A | 1,025,000 | 78,300,000 | 10.41% | ||
| 2 | JD COM INC ADR | 1,750,000 | 59,675,000 | 7.94% | ||
| 3 | VIPSHOP HLDGS LTD | 2,575,000 | 57,294,000 | 7.62% | ||
| 4 | ZILLOW GROUP INC | 585,000 | 50,743,000 | 6.75% | ||
| 5 | AMAZON COM INC | 115,000 | 49,920,000 | 6.64% | ||
| 6 | LINKEDIN CORP COM CL A | 240,000 | 49,591,000 | 6.59% | ||
| 7 | ZAYO GROUP HOLDINGS | 1,850,000 | 47,582,000 | 6.33% | ||
| 8 | VEEVA SYS INC | 1,550,000 | 43,447,000 | 5.78% | ||
| 9 | VERISIGN | 700,000 | 43,204,000 | 5.74% | ||
| 10 | PALO ALTO NETWORKS | 200,000 | 34,940,000 | 4.65% | ||
| 11 | ALIBABA GROUP HLDG LTD | 400,000 | 32,908,000 | 4.38% | ||
| 12 | GRUPO TELEVISA ADR | 825,000 | 32,027,000 | 4.26% | ||
| 13 | 58 COM INC | 400,000 | 25,624,000 | 3.41% | ||
| 14 | SUNEDISON SEMICONDUCTOR LTD | 1,400,000 | 24,178,000 | 3.22% | ||
| 15 | TRIPADVISOR INC | 275,000 | 23,964,000 | 3.19% | ||
| 16 | TWITTER INC | 550,000 | 19,921,000 | 2.65% | ||
| 17 | SERVICENOW INC | 250,000 | 18,578,000 | 2.47% | ||
| 18 | YELP INC | 417,100 | 17,948,000 | 2.39% | ||
| 19 | FACEBOOK INC | 200,000 | 17,153,000 | 2.28% | ||
| 20 | YANDEX NV | 13,500,000 | 11,644,000 | 1.55% | PRN | |
| 21 | APPFOLIO INC | 700,000 | 9,870,000 | 1.31% | ||
| 22 | GODADDY INC | 100,000 | 2,819,000 | 0.37% | ||
| 23 | ETSY INC | 50,000 | 703,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-032299, 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.
