| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FACEBOOK INC | 9,901 | 1,131,000 | 10.93% | ||
| 2 | NEW ORIENTAL ED & TECH GRP I | 20,417 | 855,000 | 8.26% | ||
| 3 | UNIVERSAL DISPLAY CORP | 10,662 | 723,000 | 6.99% | ||
| 4 | SALESFORCE COM INC | 8,965 | 712,000 | 6.88% | ||
| 5 | NETFLIX INC | 7,271 | 665,000 | 6.43% | ||
| 6 | ALIBABA GROUP HLDG LTD | 7,835 | 623,000 | 6.02% | ||
| 7 | MELLANOX TECHNOLOGIES LTD | 12,799 | 614,000 | 5.93% | ||
| 8 | INPHI CORP | 18,947 | 607,000 | 5.87% | ||
| 9 | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | 12,401 | 593,000 | 5.73% | ||
| 10 | ZENDESK INC | 21,054 | 555,000 | 5.36% | ||
| 11 | ARISTA NETWORKS INC COM | 8,482 | 546,000 | 5.28% | ||
| 12 | CTRIP COM INTL LTD | 12,427 | 512,000 | 4.95% | ||
| 13 | APPLIED MATLS INC | 19,520 | 468,000 | 4.52% | ||
| 14 | LINKEDIN CORP COM CL A | 2,251 | 426,000 | 4.12% | ||
| 15 | INTEL CORP | 11,324 | 371,000 | 3.59% | ||
| 16 | GODADDY INC | 11,347 | 354,000 | 3.42% | ||
| 17 | SUPER MICRO COMPUTER INC COM | 13,496 | 335,000 | 3.24% | ||
| 18 | BARCLAYS BK PLC IPATH S&P500 VIX | 9,432 | 130,000 | 1.26% | ||
| 19 | APPLIED OPTOELECTRONICS INC | 11,497 | 128,000 | 1.24% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001666551-16-000003, filed 2016.08.09).
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.
