| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALIBABA GROUP HLDG LTD | 65,000 | 7,009,000 | 7.15% | ||
| 2 | Pandora Media Inc | 512,000 | 6,047,000 | 6.17% | ||
| 3 | DOLBY LABORATORIES INC | 115,000 | 6,027,000 | 6.15% | ||
| 4 | WIX COM LTD | 84,000 | 5,704,000 | 5.82% | ||
| 5 | DISH NETWORK A | 82,000 | 5,206,000 | 5.31% | ||
| 6 | AMERICAN TOWER CORP NEW | 41,000 | 4,983,000 | 5.08% | ||
| 7 | SALESFORCE COM INC | 60,000 | 4,949,000 | 5.05% | ||
| 8 | EBAY INC | 145,000 | 4,868,000 | 4.97% | ||
| 9 | YELP INC | 145,000 | 4,749,000 | 4.85% | ||
| 10 | NETFLIX INC | 31,700 | 4,686,000 | 4.78% | ||
| 11 | SYMANTEC CORP | 148,000 | 4,541,000 | 4.63% | ||
| 12 | VONAGE HLDGS CORP | 700,000 | 4,424,000 | 4.51% | ||
| 13 | MASTERCARD INCORPORATED | 39,000 | 4,386,000 | 4.48% | ||
| 14 | SHOPIFY INC | 60,000 | 4,085,000 | 4.17% | ||
| 15 | CONDUENT INC | 240,000 | 4,027,000 | 4.11% | ||
| 16 | PROOFPOINT INC | 47,000 | 3,495,000 | 3.57% | ||
| 17 | PTC INC | 62,000 | 3,258,000 | 3.32% | ||
| 18 | FIVE9 INC | 185,000 | 3,045,000 | 3.11% | ||
| 19 | GODADDY INC | 80,000 | 3,032,000 | 3.09% | ||
| 20 | COMSCORE INC | 135,000 | 2,915,000 | 2.97% | ||
| 21 | ALTERYX INC | 170,000 | 2,657,000 | 2.71% | ||
| 22 | HUBSPOT INCORPORATED | 23,000 | 1,393,000 | 1.42% | ||
| 23 | TESLA INC | 5,000 | 1,392,000 | 1.42% | ||
| 24 | RINGCENTRAL INC | 40,000 | 1,132,000 | 1.15% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001621855-17-000005, filed 2017.05.15).
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.
