| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY A | 1,025,000 | 70,582,000 | 11.42% | ||
| 2 | JD COM INC ADR | 2,488,888 | 64,860,000 | 10.50% | ||
| 3 | VIPSHOP HLDGS LTD | 3,288,888 | 55,253,000 | 8.94% | ||
| 4 | VERISIGN | 700,000 | 49,392,000 | 7.99% | ||
| 5 | ZAYO GROUP HOLDINGS | 1,850,000 | 46,916,000 | 7.59% | ||
| 6 | AMAZON COM INC | 91,500 | 46,838,000 | 7.58% | ||
| 7 | LINKEDIN CORP COM CL A | 240,000 | 45,631,000 | 7.39% | ||
| 8 | PALO ALTO NETWORKS | 200,000 | 34,400,000 | 5.57% | ||
| 9 | VEEVA SYS INC | 1,400,000 | 32,774,000 | 5.30% | ||
| 10 | 58 COM INC | 650,000 | 30,583,000 | 4.95% | ||
| 11 | GRUPO TELEVISA ADR | 850,000 | 22,117,000 | 3.58% | ||
| 12 | FACEBOOK INC | 200,000 | 17,980,000 | 2.91% | ||
| 13 | SERVICENOW INC | 250,000 | 17,363,000 | 2.81% | ||
| 14 | ALIBABA GROUP HLDG LTD | 275,000 | 16,217,000 | 2.62% | ||
| 15 | SUNEDISON SEMICONDUCTOR LTD | 1,400,000 | 14,756,000 | 2.39% | ||
| 16 | APPFOLIO INC | 700,000 | 11,795,000 | 1.91% | ||
| 17 | YELP INC | 500,000 | 10,830,000 | 1.75% | ||
| 18 | SUNRUN INC | 851,888 | 8,834,000 | 1.43% | ||
| 19 | ZILLOW GROUP | 250,000 | 6,750,000 | 1.09% | ||
| 20 | LEVEL 3 COMM | 150,000 | 6,554,000 | 1.06% | ||
| 21 | SUNEDISON INC | 600,000 | 4,308,000 | 0.70% | ||
| 22 | TRIPADVISOR INC | 50,000 | 3,151,000 | 0.51% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-041807, filed 2015.11.16).
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.
