| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MEDIVATION INC | 80,300 | 4,842,000 | 5.10% | ||
| 2 | TESLA INC | 22,100 | 4,691,000 | 4.94% | ||
| 3 | VISA INC | 50,400 | 3,738,000 | 3.93% | ||
| 4 | AMAZON COM INC | 5,159 | 3,692,000 | 3.89% | ||
| 5 | AT&T INC | 85,225 | 3,683,000 | 3.88% | ||
| 6 | STARBUCKS CORP | 51,750 | 2,956,000 | 3.11% | ||
| 7 | WYNN RESORTS LTD | 32,150 | 2,914,000 | 3.07% | ||
| 8 | PROCTER AND GAMBLE CO | 32,550 | 2,756,000 | 2.90% | ||
| 9 | LINKEDIN CORP COM CL A | 14,483 | 2,741,000 | 2.89% | ||
| 10 | INTERCONTINENTAL EXCHANGE IN | 10,450 | 2,675,000 | 2.82% | ||
| 11 | TABLEAU SOFTWARE INC CL A | 54,550 | 2,669,000 | 2.81% | ||
| 12 | JOHNSON & JOHNSON | 21,650 | 2,626,000 | 2.76% | ||
| 13 | CHIPOTLE MEXICAN GRILL INC | 6,400 | 2,578,000 | 2.71% | ||
| 14 | EXPEDIA INC DEL | 24,125 | 2,564,000 | 2.70% | ||
| 15 | CIENA CORP COM NEW | 129,850 | 2,435,000 | 2.56% | ||
| 16 | BIOGEN INC | 10,000 | 2,418,000 | 2.55% | ||
| 17 | GENERAL ELECTRIC CO | 73,750 | 2,322,000 | 2.44% | ||
| 18 | COCA COLA CO | 49,925 | 2,263,000 | 2.38% | ||
| 19 | UNITED PARCEL SERVICE INC | 20,225 | 2,179,000 | 2.29% | ||
| 20 | ARISTA NETWORKS INC COM | 32,950 | 2,121,000 | 2.23% | ||
| 21 | TWITTER INC | 123,900 | 2,095,000 | 2.21% | ||
| 22 | COSTCO WHSL CORP NEW | 13,325 | 2,093,000 | 2.20% | ||
| 23 | HARMAN INTL INDS INC | 26,975 | 1,937,000 | 2.04% | ||
| 24 | PAYPAL HLDGS INC | 52,425 | 1,914,000 | 2.01% | ||
| 25 | MASTERCARD INCORPORATED | 20,925 | 1,843,000 | 1.94% | ||
| 26 | PORTOLA PHARMACEUTICALS INC | 75,150 | 1,774,000 | 1.87% | ||
| 27 | FIREEYE INC | 102,035 | 1,681,000 | 1.77% | ||
| 28 | ABBVIE INC | 27,100 | 1,678,000 | 1.77% | ||
| 29 | CELGENE CORP | 16,450 | 1,622,000 | 1.71% | ||
| 30 | INTERCEPT PHARMACEUTICAL | 10,250 | 1,462,000 | 1.54% | ||
| 31 | WHOLE FOODS | 45,375 | 1,453,000 | 1.53% | ||
| 32 | EXXON MOBIL CORP | 14,100 | 1,322,000 | 1.39% | ||
| 33 | LogMeIn Inc | 20,400 | 1,294,000 | 1.36% | ||
| 34 | APPLE INC | 13,525 | 1,293,000 | 1.36% | ||
| 35 | 3M CO | 7,310 | 1,280,000 | 1.35% | ||
| 36 | EDWARDS LIFESCIENCES CORP | 12,425 | 1,239,000 | 1.30% | ||
| 37 | WORKDAY A | 16,400 | 1,225,000 | 1.29% | ||
| 38 | BOX INC | 118,200 | 1,222,000 | 1.29% | ||
| 39 | POTBELLY CORP | 92,750 | 1,163,000 | 1.22% | ||
| 40 | TWILIO INC COM CL A | 31,250 | 1,141,000 | 1.20% | ||
| 41 | STRATASYS LTD | 40,425 | 925,000 | 0.97% | ||
| 42 | GREENHILL & CO INC COM | 53,375 | 859,000 | 0.90% | ||
| 43 | GRUBHUB INC | 20,150 | 626,000 | 0.66% | ||
| 44 | PURE STORAGE INC | 50,000 | 545,000 | 0.57% | ||
| 45 | GLOBAL BLOOD THERAPEUTICS IN COM | 30,100 | 499,000 | 0.53% | ||
| 46 | CELLDEX THERAPEUTICS INC NEW | 111,600 | 490,000 | 0.52% | ||
| 47 | DISNEY WALT CO | 4,205 | 411,000 | 0.43% | ||
| 48 | JPMORGAN CHASE & CO | 5,750 | 357,000 | 0.38% | ||
| 49 | ROCKET FUEL INC COM | 111,071 | 247,000 | 0.26% | ||
| 50 | PFIZER INC | 6,400 | 225,000 | 0.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001662918-16-000005, filed 2016.07.19).
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.
