| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | 650,000 | 40,391,000 | 13.46% | ||
| 2 | SHOPIFY INC | 870,000 | 37,297,000 | 12.43% | ||
| 3 | FACEBOOK INC | 300,000 | 34,515,000 | 11.51% | ||
| 4 | ALPHABET INC | 43,000 | 33,188,000 | 11.06% | ||
| 5 | AMAZON COM INC | 43,000 | 32,244,000 | 10.75% | ||
| 6 | SERVICENOW INC | 417,000 | 31,000,000 | 10.33% | ||
| 7 | PALO ALTO NETWORKS | 225,000 | 28,136,000 | 9.38% | ||
| 8 | WORKDAY A | 375,000 | 24,784,000 | 8.26% | ||
| 9 | COSTAR GROUP | 77,000 | 14,514,000 | 4.84% | ||
| 10 | 58 COM INC | 340,000 | 9,520,000 | 3.17% | ||
| 11 | ZTO EXPRESS CAYMAN INC | 700,000 | 8,449,000 | 2.82% | ||
| 12 | Nimble Storage | 750,000 | 5,940,000 | 1.98% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-007460, filed 2017.02.14).
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.
