| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YY INC | 730,251 | 55,134,000 | 7.62% | ||
| 2 | FACEBOOK INC | 750,000 | 50,468,000 | 6.98% | ||
| 3 | 58 COM INC | 825,000 | 44,600,000 | 6.17% | ||
| 4 | TRIPADVISOR INC | 360,000 | 39,118,000 | 5.41% | ||
| 5 | Pandora Media Inc | 1,175,000 | 34,663,000 | 4.79% | ||
| 6 | QIHOO 360 TECHNOLOGY CO LTD | 350,000 | 32,214,000 | 4.45% | ||
| 7 | YANDEX N V | 900,000 | 32,076,000 | 4.44% | ||
| 8 | APPLE INC | 300,000 | 27,879,000 | 3.85% | ||
| 9 | VIPSHOP HLDGS LTD | 145,000 | 27,222,000 | 3.76% | ||
| 10 | NETFLIX INC | 60,000 | 26,436,000 | 3.66% | ||
| 11 | JUMEI INTL HLDG LTD | 876,102 | 23,830,000 | 3.29% | ||
| 12 | FANG HOLDINGS LTD | 2,080,000 | 20,363,000 | 2.82% | ||
| 13 | AUTOHOME INC | 570,000 | 19,625,000 | 2.71% | ||
| 14 | CARE COM INC COM | 1,546,649 | 19,581,000 | 2.71% | ||
| 15 | PayPal | 740,000 | 19,506,000 | 2.70% | ||
| 16 | JD COM INC ADR | 610,000 | 17,391,000 | 2.40% | ||
| 17 | Lamar Advertising Co A | 325,000 | 17,225,000 | 2.38% | ||
| 18 | ZULILY INC | 390,000 | 15,971,000 | 2.21% | ||
| 19 | PRICELINE GRP INC | 13,000 | 15,639,000 | 2.16% | ||
| 20 | SBA COMMUNICATIONS CORPORATION | 150,000 | 15,345,000 | 2.12% | ||
| 21 | RAMBUS INC DEL COM | 935,000 | 13,371,000 | 1.85% | ||
| 22 | UNIVERSAL DISPLAY CORP | 382,868 | 12,290,000 | 1.70% | ||
| 23 | RINGCENTRAL INC | 800,000 | 12,104,000 | 1.67% | ||
| 24 | LINKEDIN CORP COM CL A | 70,000 | 12,003,000 | 1.66% | ||
| 25 | TWITTER INC | 270,000 | 11,062,000 | 1.53% | ||
| 26 | ROCKET FUEL INC COM | 325,000 | 10,104,000 | 1.40% | ||
| 27 | TABLEAU SOFTWARE INC CL A | 140,000 | 9,986,000 | 1.38% | ||
| 28 | SIRIUS XM HOLDINGS INC | 2,800,000 | 9,688,000 | 1.34% | ||
| 29 | ATMEL CORP | 1,020,000 | 9,557,000 | 1.32% | ||
| 30 | LIBERTY GLOBAL PLC | 204,986 | 9,064,000 | 1.25% | ||
| 31 | LIBERTY GLOBAL PLC | 200,000 | 8,462,000 | 1.17% | ||
| 32 | CVENT INC | 231,517 | 6,735,000 | 0.93% | ||
| 33 | E-Commerce China Dangdang, Inc. Sponsored ADR Class A | 485,000 | 6,489,000 | 0.90% | ||
| 34 | FIREEYE INC | 150,000 | 6,083,000 | 0.84% | ||
| 35 | COUPONS COM INC | 225,000 | 5,920,000 | 0.82% | ||
| 36 | GOGO INC | 300,000 | 5,868,000 | 0.81% | ||
| 37 | 3-D SYS CORP DEL | 65,000 | 3,887,000 | 0.54% | ||
| 38 | GRUBHUB INC | 100,000 | 3,541,000 | 0.49% | ||
| 39 | MARKETO INC COM | 120,000 | 3,490,000 | 0.48% | ||
| 40 | SERVICENOW INC | 40,000 | 2,478,000 | 0.34% | ||
| 41 | WORKDAY A | 25,000 | 2,247,000 | 0.31% | ||
| 42 | E-HOUSE CHINA HOLDINGS | 255,000 | 2,206,000 | 0.31% | ||
| 43 | 8X8 INC NEW COM | 250,000 | 2,020,000 | 0.28% | ||
| 44 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 10,000 | 286,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569049-14-000010, filed 2014.08.14).
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.
