| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | 990,000 | 58,380,000 | 22.96% | ||
| 2 | JD COM INC ADR | 2,054,360 | 53,537,000 | 21.05% | ||
| 3 | LPL FINL HLDGS INC COM | 598,023 | 23,783,000 | 9.35% | ||
| 4 | 58 COM INC | 454,115 | 21,366,000 | 8.40% | ||
| 5 | GODADDY INC | 796,553 | 20,081,000 | 7.90% | ||
| 6 | ETSY INC | 1,232,590 | 16,874,000 | 6.64% | ||
| 7 | YELP INC | 767,636 | 16,627,000 | 6.54% | ||
| 8 | Alarm.com Holdings, Inc. | 1,319,679 | 15,387,000 | 6.05% | ||
| 9 | APPFOLIO INC | 833,665 | 14,047,000 | 5.52% | ||
| 10 | FRESHPET INC COM | 472,138 | 4,957,000 | 1.95% | ||
| 11 | FOGO DE CHAO INC | 302,938 | 4,726,000 | 1.86% | ||
| 12 | HORTONWORKS INC COM | 125,000 | 2,736,000 | 1.08% | ||
| 13 | OLLIES BARGAIN OUTLET HLDGS IN COM | 110,000 | 1,779,000 | 0.70% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001602189-15-000013, filed 2015.11.16).
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.
