| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MICRON TECHNOLOGY INC | 366,527 | 6,517,000 | 1.02% | ||
| 2 | MSG NETWORK INC | 412,144 | 7,670,000 | 1.20% | ||
| 3 | GOPRO INC | 536,797 | 8,954,000 | 1.41% | ||
| 4 | STAMPS COM INC COM NEW | 130,400 | 12,324,000 | 1.94% | ||
| 5 | CYBERARK SOFTWARE LTD | 280,260 | 13,893,000 | 2.18% | ||
| 6 | ZAYO GROUP HOLDINGS | 539,500 | 16,029,000 | 2.52% | ||
| 7 | NETFLIX INC | 165,500 | 16,310,000 | 2.56% | ||
| 8 | FACEBOOK INC | 141,464 | 18,146,000 | 2.85% | ||
| 9 | COGENT COMMUNICATIONS HLDGS IN COM NEW | 514,195 | 18,927,000 | 2.97% | ||
| 10 | CTRIP COM INTL LTD | 410,083 | 19,097,000 | 3.00% | ||
| 11 | PRICELINE GRP INC | 16,368 | 24,085,000 | 3.78% | ||
| 12 | CHARTER COMMUNICATIONS INC N | 100,945 | 27,252,000 | 4.28% | ||
| 13 | ALIBABA GROUP HLDG LTD | 266,796 | 28,225,000 | 4.43% | ||
| 14 | BAIDU INC | 167,000 | 30,405,000 | 4.77% | ||
| 15 | MICROSOFT CORP | 656,300 | 37,803,000 | 5.94% | ||
| 16 | PAYPAL HLDGS INC | 948,442 | 38,858,000 | 6.10% | ||
| 17 | INTEL CORP | 1,078,500 | 40,714,000 | 6.39% | ||
| 18 | ALPHABET INC | 56,100 | 45,107,000 | 7.08% | ||
| 19 | INTEL CORP | 6,000,000 | 226,500,000 | 35.57% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-016620, 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.
