| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | APPLE INC | 178,740 | 17,088,000 | 14.61% | ||
| 2 | MICROSOFT CORP | 249,923 | 12,789,000 | 10.94% | ||
| 3 | ALPHABET INC | 12,500 | 8,794,000 | 7.52% | ||
| 4 | FACEBOOK INC | 68,000 | 7,771,000 | 6.65% | ||
| 5 | ADOBE INC | 80,750 | 7,735,000 | 6.62% | ||
| 6 | CITRIX SYS INC | 85,000 | 6,808,000 | 5.82% | ||
| 7 | ALPHABET INC | 9,526 | 6,593,000 | 5.64% | ||
| 8 | RED HAT INC | 90,000 | 6,534,000 | 5.59% | ||
| 9 | AMAZON COM INC | 9,000 | 6,441,000 | 5.51% | ||
| 10 | PAYPAL HLDGS INC | 165,000 | 6,024,000 | 5.15% | ||
| 11 | AMDOCS LTD | 100,000 | 5,772,000 | 4.94% | ||
| 12 | INTUIT | 48,350 | 5,396,000 | 4.61% | ||
| 13 | CISCO SYS INC | 159,769 | 4,584,000 | 3.92% | ||
| 14 | ORACLE CORP | 109,500 | 4,482,000 | 3.83% | ||
| 15 | EMC | 162,750 | 4,422,000 | 3.78% | ||
| 16 | INTEL CORP | 70,000 | 2,296,000 | 1.96% | ||
| 17 | INFINERA CORPORATION COM | 187,030 | 2,110,000 | 1.80% | ||
| 18 | EBAY INC | 55,000 | 1,288,000 | 1.10% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001104659-18-050427, 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.
