| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CADENCE DESIGN SYSTEM INC | 30,000 | 624,000 | 0.51% | ||
| 2 | EBAY INC | 55,000 | 1,511,000 | 1.23% | ||
| 3 | QUALCOMM INC | 52,000 | 2,599,000 | 2.12% | ||
| 4 | INTEL CORP | 80,000 | 2,756,000 | 2.25% | ||
| 5 | E M C CORP MASS COM | 162,750 | 4,179,000 | 3.41% | ||
| 6 | INFINERA CORPORATION | 247,030 | 4,476,000 | 3.65% | ||
| 7 | ORACLE CORP | 139,500 | 5,096,000 | 4.16% | ||
| 8 | AMDOCS LTD | 100,000 | 5,457,000 | 4.45% | ||
| 9 | INTUIT | 58,350 | 5,631,000 | 4.60% | ||
| 10 | RED HAT INC | 70,000 | 5,797,000 | 4.73% | ||
| 11 | PAYPAL HLDGS INC | 165,000 | 5,973,000 | 4.88% | ||
| 12 | ALPHABET INC | 9,526 | 7,229,000 | 5.90% | ||
| 13 | ALPHABET INC | 9,500 | 7,391,000 | 6.03% | ||
| 14 | ADOBE INC | 80,750 | 7,586,000 | 6.19% | ||
| 15 | CITRIX SYS INC | 105,000 | 7,943,000 | 6.48% | ||
| 16 | FACEBOOK INC | 76,000 | 7,954,000 | 6.49% | ||
| 17 | CISCO SYS INC | 299,769 | 8,140,000 | 6.64% | ||
| 18 | APPLE INC | 152,740 | 16,077,000 | 13.12% | ||
| 19 | MICROSOFT CORP | 289,923 | 16,085,000 | 13.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-18-050429, filed 2018.08.08).
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.
