| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 675,000 | 77,018,000 | 13.12% | ||
| 2 | SHOPIFY INC | 1,900,000 | 53,599,000 | 9.13% | ||
| 3 | AMAZON COM INC | 90,000 | 53,428,000 | 9.10% | ||
| 4 | JD COM INC ADR | 1,725,000 | 45,713,000 | 7.78% | ||
| 5 | 58 COM INC | 750,000 | 41,738,000 | 7.11% | ||
| 6 | PALO ALTO NETWORKS | 175,000 | 28,550,000 | 4.86% | ||
| 7 | Former Charter Communication (Del 5/18/2016) | 139,433 | 28,225,000 | 4.81% | ||
| 8 | PRICELINE GRP INC | 21,500 | 27,713,000 | 4.72% | ||
| 9 | PROOFPOINT INC | 450,000 | 24,201,000 | 4.12% | ||
| 10 | APPLE INC | 200,000 | 21,798,000 | 3.71% | ||
| 11 | ZENDESK INC | 1,020,000 | 21,349,000 | 3.64% | ||
| 12 | TABLEAU SOFTWARE INC CL A | 450,000 | 20,642,000 | 3.52% | ||
| 13 | EXPEDIA INC DEL | 180,000 | 19,408,000 | 3.31% | ||
| 14 | NETFLIX INC | 175,000 | 17,890,000 | 3.05% | ||
| 15 | HUBSPOT INCORPORATED | 400,000 | 17,448,000 | 2.97% | ||
| 16 | SALESFORCE COM INC | 180,000 | 13,289,000 | 2.26% | ||
| 17 | TIME WARNER INC | 180,000 | 13,059,000 | 2.22% | ||
| 18 | SERVICENOW INC | 200,000 | 12,236,000 | 2.08% | ||
| 19 | CHARTER COMMUNICATIONS INC D | 60,000 | 12,146,000 | 2.07% | Call | |
| 20 | MERCADOLIBRE INC | 98,218 | 11,575,000 | 1.97% | ||
| 21 | YY INC | 153,775 | 9,471,000 | 1.61% | ||
| 22 | CARE COM INC COM | 1,405,533 | 8,644,000 | 1.47% | ||
| 23 | INFOBLOX INC | 300,000 | 5,130,000 | 0.87% | ||
| 24 | BEIGENE LTD | 100,000 | 2,931,000 | 0.50% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001569049-16-000017, filed 2016.05.16).
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.
