| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALPHABET INC | 77,500 | 59,125,000 | 15.63% | ||
| 2 | YAHOO INC | 863,000 | 31,767,000 | 8.40% | ||
| 3 | SALESFORCE COM INC | 400,000 | 29,532,000 | 7.81% | ||
| 4 | FACEBOOK INC | 254,000 | 28,981,000 | 7.66% | ||
| 5 | ADOBE INC | 308,600 | 28,947,000 | 7.65% | ||
| 6 | LUMENTUM HLDGS INC | 836,000 | 22,547,000 | 5.96% | ||
| 7 | AMAZON COM INC | 35,000 | 20,777,000 | 5.49% | ||
| 8 | FINISAR CORP COM NEW | 999,000 | 18,222,000 | 4.82% | ||
| 9 | PRICELINE GRP INC | 13,500 | 17,401,000 | 4.60% | ||
| 10 | CTRIP COM INTL LTD | 332,000 | 14,694,000 | 3.88% | ||
| 11 | BROADSOFT INC | 352,000 | 14,203,000 | 3.75% | ||
| 12 | CIENA CORP COM NEW | 736,000 | 13,999,000 | 3.70% | ||
| 13 | TAKE-TWO INTERACTIVE SOFTWARE COM | 352,000 | 13,260,000 | 3.50% | ||
| 14 | NETFLIX INC | 114,000 | 11,654,000 | 3.08% | ||
| 15 | JUNIPER NETWORKS | 453,000 | 11,556,000 | 3.05% | ||
| 16 | ELECTRONIC ARTS INC | 158,000 | 10,445,000 | 2.76% | ||
| 17 | ARISTA NETWORKS INC COM | 154,000 | 9,717,000 | 2.57% | ||
| 18 | WORKDAY A | 114,000 | 8,760,000 | 2.32% | ||
| 19 | 58 COM INC | 123,000 | 6,845,000 | 1.81% | ||
| 20 | UNIVERSAL DISPLAY CORP | 105,000 | 5,681,000 | 1.50% | ||
| 21 | ATLASSIAN CORP PLC | 10,000 | 252,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-012999, filed 2016.05.06).
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.
