| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNIVERSAL DISPLAY CORP | 262,369 | 22,590,000 | 11.11% | ||
| 2 | NETFLIX INC | 145,646 | 21,528,000 | 10.58% | ||
| 3 | HIMAX TECHNOLOGIES INC | 2,154,500 | 19,649,000 | 9.66% | ||
| 4 | FACEBOOK INC | 136,342 | 19,367,000 | 9.52% | ||
| 5 | ALIBABA GROUP HLDG LTD | 156,114 | 16,834,000 | 8.28% | ||
| 6 | SALESFORCE COM INC | 193,104 | 15,929,000 | 7.83% | ||
| 7 | CTRIP COM INTL LTD | 291,449 | 14,325,000 | 7.04% | ||
| 8 | INPHI CORPORATION | 247,179 | 12,067,000 | 5.93% | ||
| 9 | AMAZON COM INC | 11,945 | 10,590,000 | 5.21% | ||
| 10 | SERVICENOW INC | 108,739 | 9,511,000 | 4.68% | ||
| 11 | MOMO INC | 261,242 | 8,901,000 | 4.38% | ||
| 12 | NEW ORIENTAL ED & TECH GRP I | 139,191 | 8,404,000 | 4.13% | ||
| 13 | LUMENTUM HLDGS INC COM | 127,849 | 6,821,000 | 3.35% | ||
| 14 | ARISTA NETWORKS INC | 31,672 | 4,189,000 | 2.06% | ||
| 15 | MICROSOFT CORP | 49,962 | 3,290,000 | 1.62% | ||
| 16 | ZILLOW GROUP INC | 90,500 | 3,047,000 | 1.50% | ||
| 17 | AKAMAI TECHNOLOGIES INC | 50,898 | 3,039,000 | 1.49% | ||
| 18 | TWITTER INC | 147,400 | 2,204,000 | 1.08% | ||
| 19 | TWITTER INC | 75,000 | 1,121,000 | 0.55% | Call |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0001697551-17-000006, filed 2017.08.03).
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.
