| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ELLIE MAE INCORPORATED | 2,501,206 | 226,709,000 | 21.48% | ||
| 2 | FACEBOOK INC | 1,548,862 | 176,725,000 | 16.75% | ||
| 3 | PAYCOM SOFTWARE INC | 4,939,147 | 175,834,000 | 16.66% | ||
| 4 | VIPSHOP HLDGS LTD | 10,649,928 | 137,171,000 | 13.00% | ||
| 5 | LIGHT & WONDER INC COM | 8,173,612 | 77,077,000 | 7.30% | ||
| 6 | QIWI PLC | 4,095,541 | 59,344,000 | 5.62% | ||
| 7 | CRITEO SA | 631,117 | 26,141,000 | 2.48% | ||
| 8 | ALIBABA GROUP HLDG LTD | 330,413 | 26,113,000 | 2.47% | ||
| 9 | CHEGG INC COM | 5,737,392 | 25,589,000 | 2.42% | ||
| 10 | SUPER MICRO COMPUTER INC COM | 723,947 | 24,672,000 | 2.34% | ||
| 11 | MAKEMYTRIP LIMITED MAURITIUS | 1,332,825 | 24,111,000 | 2.28% | ||
| 12 | SOLAREDGE TECHNOLOGIES INC | 855,868 | 21,517,000 | 2.04% | ||
| 13 | Pandora Media Inc | 2,244,643 | 20,090,000 | 1.90% | ||
| 14 | EXPEDIA INC DEL | 138,851 | 14,971,000 | 1.42% | ||
| 15 | 58 COM INC | 201,569 | 11,217,000 | 1.06% | ||
| 16 | MOBILEIRON INC COM NEW | 973,897 | 4,402,000 | 0.42% | ||
| 17 | CNOVA N V | 1,153,101 | 3,459,000 | 0.33% | ||
| 18 | ATLASSIAN CORP PLC | 9,524 | 240,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003858, 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.
