| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WORKDAY A | 1,050,000 | 83,664,000 | 12.68% | ||
| 2 | ZAYO GROUP HOLDINGS | 2,850,000 | 75,782,000 | 11.48% | ||
| 3 | JD COM INC ADR | 1,888,888 | 60,945,000 | 9.23% | ||
| 4 | VIPSHOP HLDGS LTD | 3,388,888 | 51,748,000 | 7.84% | ||
| 5 | 58 COM INC | 650,000 | 42,874,000 | 6.50% | ||
| 6 | AMAZON COM INC | 60,000 | 40,553,000 | 6.14% | ||
| 7 | LINKEDIN CORP COM CL A | 175,000 | 39,389,000 | 5.97% | ||
| 8 | VEEVA SYS INC | 1,300,000 | 37,505,000 | 5.68% | ||
| 9 | PALO ALTO NETWORKS | 200,000 | 35,228,000 | 5.34% | ||
| 10 | SQUARE INC | 2,500,000 | 32,725,000 | 4.96% | ||
| 11 | GRUPO TELEVISA ADR | 850,000 | 23,129,000 | 3.50% | ||
| 12 | VERISIGN | 250,000 | 21,840,000 | 3.31% | ||
| 13 | FACEBOOK INC | 200,000 | 20,932,000 | 3.17% | ||
| 14 | TERRAFORM POWER | 1,050,000 | 13,209,000 | 2.00% | ||
| 15 | ALIBABA GROUP HLDG LTD | 150,000 | 12,191,000 | 1.85% | ||
| 16 | SUNEDISON SEMICONDUCTOR LTD | 1,400,000 | 10,976,000 | 1.66% | ||
| 17 | SERVICENOW INC | 125,000 | 10,820,000 | 1.64% | ||
| 18 | SUNRUN INC | 851,888 | 9,826,000 | 1.49% | ||
| 19 | ALPHABET INC | 11,983 | 9,094,000 | 1.38% | ||
| 20 | LEVEL 3 COMM | 150,000 | 8,154,000 | 1.24% | ||
| 21 | APPFOLIO INC | 519,036 | 7,578,000 | 1.15% | ||
| 22 | ZILLOW GROUP | 200,000 | 4,696,000 | 0.71% | ||
| 23 | Nimble Storage | 500,000 | 4,600,000 | 0.70% | ||
| 24 | ZILLOW GROUP INC | 100,000 | 2,604,000 | 0.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-053264, filed 2016.02.16).
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.
