| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC CL A | 197,114 | 16,206,000 | 8.36% | ||
| 2 | APPLE INC | 117,669 | 14,642,000 | 7.55% | ||
| 3 | CROWN CASTLE INTL CORP (REIT) | 172,962 | 14,276,000 | 7.37% | ||
| 4 | AMERICAN TOWER CORP (REIT) | 139,596 | 13,143,000 | 6.78% | ||
| 5 | ARM HOLDINGS PLC ADR | 264,444 | 13,037,000 | 6.73% | ||
| 6 | VISA INC CL A | 197,410 | 12,913,000 | 6.66% | ||
| 7 | NXP SEMICONDUCTORS N V | 127,927 | 12,839,000 | 6.62% | ||
| 8 | Sunedision, Inc. | 507,404 | 12,178,000 | 6.28% | ||
| 9 | MAXIM INTEGRATED PRODUCTS INC | 332,117 | 11,561,000 | 5.96% | ||
| 10 | GOOGLE INC | 18,971 | 10,523,000 | 5.43% | ||
| 11 | WESTERN DIGITAL CORP | 106,799 | 9,720,000 | 5.01% | ||
| 12 | DELPHI AUTOMOTIVE PLC | 105,675 | 8,427,000 | 4.35% | ||
| 13 | SALESFORCE COM INC | 109,705 | 7,329,000 | 3.78% | ||
| 14 | TWITTER INC | 128,537 | 6,437,000 | 3.32% | ||
| 15 | NXP SEMICONDUCTORS N V | 54,000 | 5,419,000 | 2.80% | Call | |
| 16 | SERVICENOW INC | 61,701 | 4,861,000 | 2.51% | ||
| 17 | GOPRO INC | 106,841 | 4,638,000 | 2.39% | ||
| 18 | CREE INC | 100,000 | 3,549,000 | 1.83% | Put | |
| 19 | CREE INC | 100,000 | 3,549,000 | 1.83% | Call | |
| 20 | TESLA INC | 17,500 | 3,303,000 | 1.70% | Call | |
| 21 | WHIRLPOOL CORP | 13,078 | 2,643,000 | 1.36% | ||
| 22 | ALIBABA GROUP HOLDING LTD ADR | 31,595 | 2,630,000 | 1.36% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001164691-15-000084, filed 2015.05.15).
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.
