| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NETFLIX INC | 220,000 | 27,236,000 | 14.36% | ||
| 2 | YELP INC | 709,700 | 27,061,000 | 14.27% | ||
| 3 | AUTODESK | 261,300 | 19,339,000 | 10.20% | ||
| 4 | SBA COMMUNICATIONS CORPORATION | 176,000 | 18,174,000 | 9.58% | ||
| 5 | PAYPAL HLDGS INC | 450,000 | 17,762,000 | 9.37% | ||
| 6 | PALO ALTO NETWORKS | 130,000 | 16,257,000 | 8.57% | ||
| 7 | CORNERSTONE ONDEMAND INC | 300,000 | 12,693,000 | 6.69% | ||
| 8 | COGNIZANT TECHNOLOGY SOLUTIO | 225,000 | 12,607,000 | 6.65% | ||
| 9 | COMSCORE INC | 367,439 | 11,604,000 | 6.12% | ||
| 10 | BAIDU INC | 65,000 | 10,687,000 | 5.64% | ||
| 11 | MICROSTRATEGY INC CL A NEW | 42,000 | 8,291,000 | 4.37% | ||
| 12 | WORKDAY A | 110,000 | 7,270,000 | 3.83% | ||
| 13 | YELP US 01/19/18 C32 Equity | 60,000 | 648,000 | 0.34% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001680964-17-000003, filed 2017.02.10).
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.
