| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINISAR CORP COM NEW | 1,305,800 | 38,913,000 | 10.58% | ||
| 2 | ALIBABA GROUP HLDG LTD | 257,500 | 27,241,000 | 7.40% | ||
| 3 | GIGAMON INC | 379,300 | 20,786,000 | 5.65% | ||
| 4 | ELECTRONIC ARTS INC | 226,400 | 19,335,000 | 5.26% | ||
| 5 | FACEBOOK INC | 145,200 | 18,625,000 | 5.06% | ||
| 6 | AMAZON COM INC | 21,300 | 17,835,000 | 4.85% | ||
| 7 | T-MOBILE | 373,300 | 17,441,000 | 4.74% | ||
| 8 | NETEASE INC | 69,600 | 16,758,000 | 4.56% | ||
| 9 | LUMENTUM HLDGS INC | 393,600 | 16,441,000 | 4.47% | ||
| 10 | ADOBE INC | 144,600 | 15,695,000 | 4.27% | ||
| 11 | TAKE-TWO INTERACTIVE SOFTWARE COM | 314,152 | 14,162,000 | 3.85% | ||
| 12 | INPHI CORP | 320,000 | 13,923,000 | 3.78% | ||
| 13 | CHARTER COMM | 50,900 | 13,741,000 | 3.74% | ||
| 14 | ZENDESK INC | 438,500 | 13,466,000 | 3.66% | ||
| 15 | MATCH GROUP | 722,400 | 12,851,000 | 3.49% | ||
| 16 | APPLE INC | 99,100 | 11,203,000 | 3.05% | ||
| 17 | APPLIED MATLS INC | 364,400 | 10,987,000 | 2.99% | ||
| 18 | LogMeIn Inc | 119,400 | 10,793,000 | 2.93% | ||
| 19 | FLEX LTD | 708,400 | 9,648,000 | 2.62% | ||
| 20 | SYMANTEC CORP | 378,800 | 9,508,000 | 2.58% | ||
| 21 | GRUBHUB INC | 208,900 | 8,981,000 | 2.44% | ||
| 22 | INTEL CORP | 182,700 | 6,897,000 | 1.87% | ||
| 23 | BITAUTO HLDGS LIMITED SPONSORED ADS | 223,000 | 6,485,000 | 1.76% | ||
| 24 | Pandora Media Inc | 416,900 | 5,974,000 | 1.62% | ||
| 25 | ARISTA NETWORKS INC COM | 59,300 | 5,045,000 | 1.37% | ||
| 26 | WORKDAY A | 50,000 | 4,585,000 | 1.25% | ||
| 27 | NUTANIX INC CL A | 15,000 | 555,000 | 0.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-16-020347, filed 2016.11.04).
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.
