| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | 412,500 | 309,321,000 | 15.01% | ||
| 2 | CHIPOTLE MEXICAN GRILL INC | 690,891 | 260,687,000 | 12.65% | ||
| 3 | CHARTER COMM | 784,161 | 225,776,000 | 10.96% | ||
| 4 | NETFLIX INC | 1,725,229 | 213,583,000 | 10.37% | ||
| 5 | JD COM INC ADR | 8,364,300 | 212,788,000 | 10.33% | ||
| 6 | WORKDAY A | 3,179,428 | 210,128,000 | 10.20% | ||
| 7 | ALIBABA GROUP HLDG LTD | 2,262,300 | 198,653,000 | 9.64% | ||
| 8 | SALESFORCE COM INC | 2,863,144 | 196,011,000 | 9.51% | ||
| 9 | ZILLOW GROUP | 3,353,000 | 122,284,000 | 5.94% | ||
| 10 | BOSTON BEER INC | 654,213 | 111,118,000 | 5.39% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-17-006700, 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.
