| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ZENDESK INC | 294,212 | 8,250,000 | 2.14% | ||
| 2 | NIMBLE STORAGE INC | 750,000 | 9,375,000 | 2.44% | ||
| 3 | SYMANTEC CORP | 325,000 | 9,971,000 | 2.59% | ||
| 4 | 58 COM INC | 340,000 | 12,033,000 | 3.13% | ||
| 5 | FIVE9 INC | 1,136,238 | 18,702,000 | 4.86% | ||
| 6 | PALO ALTO NETWORKS INC | 225,000 | 25,353,000 | 6.59% | ||
| 7 | SNAP INC | 1,240,104 | 27,940,000 | 7.26% | ||
| 8 | ALPHABET INC | 35,750 | 29,657,000 | 7.70% | ||
| 9 | SERVICENOW INC | 350,000 | 30,615,000 | 7.95% | ||
| 10 | WORKDAY INC | 375,000 | 31,230,000 | 8.11% | ||
| 11 | MICROSOFT CORP | 485,000 | 31,942,000 | 8.30% | ||
| 12 | AMAZON COM INC | 43,000 | 38,121,000 | 9.90% | ||
| 13 | FACEBOOK INC | 300,000 | 42,615,000 | 11.07% | ||
| 14 | SHOPIFY INC | 1,015,000 | 69,111,000 | 17.95% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001140361-17-032064, filed 2017.08.14).
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.
