| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | 50,000 | 34,605,000 | 10.70% | ||
| 2 | LINKEDIN CORP COM CL A | 175,000 | 33,119,000 | 10.25% | ||
| 3 | FACEBOOK INC | 275,000 | 31,427,000 | 9.72% | ||
| 4 | WORKDAY A | 400,000 | 29,868,000 | 9.24% | ||
| 5 | AMAZON COM INC | 40,000 | 28,625,000 | 8.86% | ||
| 6 | PALO ALTO NETWORKS | 225,000 | 27,594,000 | 8.54% | ||
| 7 | MICROSOFT CORP | 450,000 | 23,027,000 | 7.12% | ||
| 8 | SQUARE INC | 2,500,000 | 22,625,000 | 7.00% | ||
| 9 | SERVICENOW INC | 325,000 | 21,580,000 | 6.68% | ||
| 10 | 58 COM INC | 450,000 | 20,651,000 | 6.39% | ||
| 11 | VERISIGN | 200,000 | 17,292,000 | 5.35% | ||
| 12 | JD COM INC ADR | 750,000 | 15,923,000 | 4.93% | ||
| 13 | COSTAR GROUP | 50,100 | 10,955,000 | 3.39% | ||
| 14 | Nimble Storage | 750,000 | 5,970,000 | 1.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076675, filed 2016.08.15).
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.
