| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | 1,850,000 | 102,638,000 | 8.93% | ||
| 2 | AT&T INC | 2,250,000 | 77,423,000 | 6.74% | ||
| 3 | YAHOO INC | 2,250,000 | 74,835,000 | 6.51% | ||
| 4 | AMERICAN TOWER CORP NEW | 750,000 | 72,713,000 | 6.33% | ||
| 5 | FACEBOOK INC | 650,000 | 68,029,000 | 5.92% | ||
| 6 | CBS CORP NEW | 1,350,000 | 63,626,000 | 5.54% | ||
| 7 | HEWLETT PACKARD ENTERPRISE C | 3,500,000 | 53,200,000 | 4.63% | ||
| 8 | INFOBLOX INC | 2,850,000 | 52,412,000 | 4.56% | ||
| 9 | TABLEAU SOFTWARE INC CL A | 550,000 | 51,821,000 | 4.51% | ||
| 10 | LINKEDIN CORP COM CL A | 225,000 | 50,643,000 | 4.41% | ||
| 11 | EQUINIX | 160,000 | 48,384,000 | 4.21% | ||
| 12 | CROWN CASTLE | 500,000 | 43,225,000 | 3.76% | ||
| 13 | COMMSCOPE HLDG COMPANY INCORPORATED | 1,625,000 | 42,071,000 | 3.66% | ||
| 14 | LIBERTY MEDIA CORP | 1,000,000 | 38,080,000 | 3.31% | ||
| 15 | LIBERTY TRIPADVISOR HLDGS INC COM SER A | 1,250,000 | 37,925,000 | 3.30% | ||
| 16 | NETSUITE INC | 400,000 | 33,848,000 | 2.95% | ||
| 17 | LAM RESEARCH CORP | 425,000 | 33,754,000 | 2.94% | ||
| 18 | T-MOBILE | 825,000 | 32,274,000 | 2.81% | ||
| 19 | WORKDAY A | 400,000 | 31,872,000 | 2.77% | ||
| 20 | QLIK TECHNOLOGIES INC COM | 1,000,000 | 31,660,000 | 2.75% | ||
| 21 | VEEVA SYS INC | 1,000,000 | 28,850,000 | 2.51% | ||
| 22 | PALO ALTO NETWORKS | 160,000 | 28,182,000 | 2.45% | ||
| 23 | YELP INC | 750,000 | 21,600,000 | 1.88% | ||
| 24 | PROS HOLDINGS INC | 835,000 | 19,238,000 | 1.67% | ||
| 25 | LIBERTY MEDIA SER A | 175,000 | 6,869,000 | 0.60% | ||
| 26 | Wayfair Inc | 50,000 | 2,381,000 | 0.21% | ||
| 27 | Call (msft) Microsoft Corp Jan 20 17 $60 (100 Shs) | 6,000 | 1,707,000 | 0.15% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-16-009460, filed 2016.02.12).
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.
