| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC CL A | 1,134,683 | 130,545,000 | 22.98% | ||
| 2 | ALPHABET INC CAP STK CL A | 144,969 | 114,881,000 | 20.22% | ||
| 3 | APPLE INC COM | 741,485 | 85,879,000 | 15.12% | ||
| 4 | PRICELINE COM INC | 27,931 | 40,949,000 | 7.21% | ||
| 5 | QUALCOMM INC | 538,010 | 35,078,000 | 6.18% | ||
| 6 | CRITEO S A | 688,725 | 28,293,000 | 4.98% | ||
| 7 | MGIC INVT CORP WIS | 2,500,944 | 25,485,000 | 4.49% | ||
| 8 | RADIAN GROUP INC | 1,117,829 | 20,099,000 | 3.54% | ||
| 9 | ALIBABA GROUP HOLDING LTD | 225,350 | 19,788,000 | 3.48% | ||
| 10 | VIPSHOP HLDGS LTD SPONSORED AD | 1,717,800 | 18,913,000 | 3.33% | ||
| 11 | D R HORTON INC | 338,713 | 9,257,000 | 1.63% | ||
| 12 | NVIDIA CORP | 78,400 | 8,368,000 | 1.47% | ||
| 13 | ZILLOW GROUP INC | 217,035 | 7,915,000 | 1.39% | ||
| 14 | ZILLOW GROUP INC | 214,632 | 7,823,000 | 1.38% | ||
| 15 | LENNAR CORP | 120,630 | 5,179,000 | 0.91% | ||
| 16 | PAYPAL HLDGS INC | 130,430 | 5,148,000 | 0.91% | ||
| 17 | TESLA INC | 20,817 | 4,448,000 | 0.78% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-17-001143, filed 2017.02.14).
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.
