| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 55,000 | 46,052,000 | 12.82% | ||
| 2 | FACEBOOK INC | 350,000 | 44,895,000 | 12.50% | ||
| 3 | WORKDAY A | 450,000 | 41,261,000 | 11.49% | ||
| 4 | ALPHABET INC | 50,000 | 38,865,000 | 10.82% | ||
| 5 | PALO ALTO NETWORKS | 225,000 | 35,849,000 | 9.98% | ||
| 6 | MICROSOFT CORP | 600,000 | 34,560,000 | 9.62% | ||
| 7 | SERVICENOW INC | 310,000 | 24,537,000 | 6.83% | ||
| 8 | COSTAR GROUP | 90,480 | 19,592,000 | 5.45% | ||
| 9 | 58 COM INC | 340,000 | 16,204,000 | 4.51% | ||
| 10 | APPLE INC | 135,000 | 15,262,000 | 4.25% | ||
| 11 | SHOPIFY INC | 242,500 | 10,408,000 | 2.90% | ||
| 12 | ACTIVISION BLIZZARD INC | 225,000 | 9,968,000 | 2.78% | ||
| 13 | Nimble Storage | 750,000 | 6,623,000 | 1.84% | ||
| 14 | ALIBABA GROUP HLDG LTD | 47,000 | 4,972,000 | 1.38% | ||
| 15 | TALEND S A ADS | 165,000 | 4,316,000 | 1.20% | ||
| 16 | JD COM INC ADR | 138,000 | 3,600,000 | 1.00% | ||
| 17 | NUTANIX INC CL A | 60,000 | 2,220,000 | 0.62% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-086423, filed 2016.11.14).
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.
