| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FRESHPET INC COM | 98,207 | 720,000 | 0.23% | ||
| 2 | Intuit Inc | 126,000 | 14,408,000 | 4.53% | ||
| 3 | SERVICENOW INC | 241,545 | 14,778,000 | 4.65% | ||
| 4 | ALARM COM HLDGS INC | 653,885 | 15,497,000 | 4.88% | ||
| 5 | GODADDY INC | 569,836 | 18,423,000 | 5.80% | ||
| 6 | APPFOLIO INC | 1,692,425 | 20,715,000 | 6.52% | ||
| 7 | ATLASSIAN CORP PLC | 869,551 | 21,869,000 | 6.88% | ||
| 8 | Ctrip.com Intl Ltd | 520,721 | 23,047,000 | 7.25% | ||
| 9 | SQUARE INC | 1,761,590 | 26,917,000 | 8.47% | ||
| 10 | 58 COM INC | 570,004 | 31,721,000 | 9.98% | ||
| 11 | LPL FINL HLDGS INC | 1,560,863 | 38,709,000 | 12.18% | ||
| 12 | JD COM INC | 1,546,794 | 40,990,000 | 12.90% | ||
| 13 | ALIBABA GROUP HLDG LTD | 631,864 | 49,936,000 | 15.72% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001602189-16-000018, filed 2016.05.16).
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.
