| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 408,000 | 31,832,000 | 8.41% | ||
| 2 | BAIDU INC | 133,800 | 30,502,000 | 8.06% | ||
| 3 | PALO ALTO NETWORKS | 235,990 | 28,925,000 | 7.64% | ||
| 4 | APPLE INC | 238,600 | 26,337,000 | 6.96% | ||
| 5 | SALESFORCE COM INC | 426,100 | 25,272,000 | 6.67% | ||
| 6 | FORTINET | 678,500 | 20,803,000 | 5.49% | ||
| 7 | CISCO SYS INC | 737,600 | 20,516,000 | 5.42% | ||
| 8 | DISH NETWORK A | 261,500 | 19,061,000 | 5.03% | ||
| 9 | MELLANOX TECHNOLOGIES LTD | 439,800 | 18,793,000 | 4.96% | ||
| 10 | YAHOO INC | 368,100 | 18,593,000 | 4.91% | ||
| 11 | AMERICAN TOWER CORP NEW | 168,500 | 16,656,000 | 4.40% | ||
| 12 | ADOBE INC | 179,000 | 13,013,000 | 3.44% | ||
| 13 | AMBARELLA INC | 255,100 | 12,939,000 | 3.42% | ||
| 14 | PMC-SIERRA INC | 1,285,000 | 11,771,000 | 3.11% | ||
| 15 | VIPSHOP HLDGS LTD | 582,000 | 11,372,000 | 3.00% | ||
| 16 | LENDINGCLUB CORP | 429,500 | 10,866,000 | 2.87% | ||
| 17 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 443,900 | 10,498,000 | 2.77% | ||
| 18 | F5 NETWORKS INC | 74,600 | 9,733,000 | 2.57% | ||
| 19 | CIENA CORP COM NEW | 483,817 | 9,391,000 | 2.48% | ||
| 20 | MANHATTAN ASSOCIATES INC | 205,000 | 8,348,000 | 2.20% | ||
| 21 | QUNAR CAYMAN IS LTD SPNS ADR CL B | 293,000 | 8,330,000 | 2.20% | ||
| 22 | DISNEY WALT CO | 85,500 | 8,053,000 | 2.13% | ||
| 23 | NOKIA CORP | 893,900 | 7,026,000 | 1.86% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-15-000749, filed 2015.02.09).
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.
