| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YELP INC | 1,040,625 | 39,679,000 | 13.55% | ||
| 2 | LENDINGCLUB CORP | 6,989,823 | 36,697,000 | 12.53% | ||
| 3 | NEXSTAR MEDIA GROUP INC | 573,824 | 36,323,000 | 12.41% | ||
| 4 | ALIBABA GROUP HLDG LTD | 365,240 | 32,072,000 | 10.96% | ||
| 5 | INTERXION HOLDING N.V | 632,042 | 22,166,000 | 7.57% | ||
| 6 | PRICELINE GRP INC | 14,992 | 21,979,000 | 7.51% | ||
| 7 | STAMPS COM INC COM NEW | 176,456 | 20,231,000 | 6.91% | ||
| 8 | ELLIE MAE INCORPORATED | 233,441 | 19,534,000 | 6.67% | ||
| 9 | SINCLAIR BROADCAST GROUP INC | 580,729 | 19,367,000 | 6.62% | ||
| 10 | ETSY INC | 1,351,150 | 15,917,000 | 5.44% | ||
| 11 | EXPEDIA INC DEL | 138,149 | 15,650,000 | 5.35% | ||
| 12 | GRAY TELEVISION INC COM | 1,163,573 | 12,625,000 | 4.31% | ||
| 13 | TAL EDUCATION GROUP | 7,386 | 518,000 | 0.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000727, 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.
