| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC | 145,000 | 5,446,000 | 8.49% | ||
| 2 | ALIBABA GROUP HLDG LTD | 66,900 | 5,321,000 | 8.30% | ||
| 3 | SYMANTEC CORP | 221,300 | 4,546,000 | 7.09% | ||
| 4 | LEVEL 3 COMM | 70,000 | 3,604,000 | 5.62% | ||
| 5 | DOLBY LABORATORIES INC | 70,000 | 3,350,000 | 5.22% | ||
| 6 | VISA INC | 45,000 | 3,338,000 | 5.20% | ||
| 7 | GODADDY INC | 106,050 | 3,308,000 | 5.16% | ||
| 8 | COMCAST CORP NEW | 49,700 | 3,240,000 | 5.05% | ||
| 9 | YELP INC | 104,000 | 3,157,000 | 4.92% | ||
| 10 | AMAZON COM INC | 4,400 | 3,149,000 | 4.91% | ||
| 11 | GOPRO INC COM CL A | 290,290 | 3,138,000 | 4.89% | ||
| 12 | RINGCENTRAL INC | 157,000 | 3,096,000 | 4.83% | ||
| 13 | FACEBOOK INC | 27,000 | 3,086,000 | 4.81% | ||
| 14 | ELECTRONIC ARTS INC | 35,900 | 2,720,000 | 4.24% | ||
| 15 | BROADCOM LTD | 13,300 | 2,067,000 | 3.22% | ||
| 16 | SPLUNK | 37,800 | 2,048,000 | 3.19% | ||
| 17 | WORKDAY A | 27,000 | 2,016,000 | 3.14% | ||
| 18 | SHOPIFY INC | 57,300 | 1,763,000 | 2.75% | ||
| 19 | NXP SEMICONDUCTORS N V | 18,700 | 1,465,000 | 2.28% | ||
| 20 | PROOFPOINT INC | 18,400 | 1,161,000 | 1.81% | ||
| 21 | AKAMAI TECH | 18,800 | 1,051,000 | 1.64% | ||
| 22 | FIVE9 INC | 66,156 | 787,000 | 1.23% | ||
| 23 | SQUARE INC | 85,000 | 769,000 | 1.20% | ||
| 24 | TWITTER INC | 30,700 | 519,000 | 0.81% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-076053, filed 2016.08.12).
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.
