Q3 2013 Holdings
Filed 2013-11-05 | 51 holdings | $303.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook, Inc.(META) | COM | 30303M102 | $49.8K | 991,063 | 16.4% |
| Amazon.com(AMZN) | COM | 023135106 | $16.9K | 53,986 | 5.6% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $14.2K | 105,355 | 4.7% |
| Google Inc | COM | 38259P508 | $13.0K | 14,895 | 4.3% |
| Linkedin Corporation | COM | 53578A108 | $12.9K | 52,550 | 4.3% |
| Workday(WDAY) | COM | 98138H101 | $12.9K | 159,080 | 4.2% |
| Financial Engines, Inc. | COM | 317485100 | $12.0K | 202,164 | 4.0% |
| Palo Alto Networks(PANW) | COM | 697435105 | $11.9K | 259,494 | 3.9% |
| Xoom Corporation | COM | 98419Q101 | $11.7K | 367,174 | 3.8% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $11.5K | 170,800 | 3.8% |
| Equinix | COM | 29444U502 | $10.6K | 57,700 | 3.5% |
| Guidewire Software(GWRE) | COM | 40171V100 | $10.2K | 217,525 | 3.4% |
| NetSuite Inc. | COM | 64118Q107 | $10.2K | 94,294 | 3.4% |
| ServiceNow(NOW) | COM | 81762P102 | $10.1K | 195,166 | 3.3% |
| Marketo, Inc. | COM | 57063L107 | $10.0K | 315,206 | 3.3% |
| Baidu(BIDUN) | COM | 056752108 | $9.8K | 63,421 | 3.2% |
| ARM Holdings | COM | 042068106 | $9.6K | 199,530 | 3.2% |
| Imperva | COM | 45321L100 | $9.4K | 223,137 | 3.1% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $7.7K | 147,728 | 2.5% |
| YuMe, Inc | COM | 98872B104 | $7.4K | 702,642 | 2.5% |
| Informatica Corp. | COM | 45666Q102 | $6.6K | 169,654 | 2.2% |
| Violin Memory, Inc | COM | 92763A101 | $4.0K | 544,499 | 1.3% |
| Proofpoint(PFPT) | COM | 743424103 | $3.9K | 122,188 | 1.3% |
| Berk. Hath. Class B | COM | 084670207 | $3.1K | 27,650 | 1.0% |
| IBM(IBM) | COM | 459200101 | $2.8K | 15,000 | 0.9% |
| Linear Technology | COM | 535678106 | $1.7K | 43,001 | 0.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.5K | 17,428 | 0.5% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.4K | 16,000 | 0.5% |
| General Electric | COM | 369604103 | $1.3K | 56,016 | 0.4% |
| General Mills(GIS) | COM | 370334104 | $1.3K | 26,672 | 0.4% |
| Intel(INTC) | COM | 458140100 | $1.1K | 50,000 | 0.4% |
| Halliburton Co.(HAL) | COM | 406216101 | $1.1K | 23,300 | 0.4% |
| AbbVie Inc. | COM | 002874Y10 | $1.1K | 25,000 | 0.4% |
| Merck | COM | 589331107 | $1.1K | 23,068 | 0.4% |
| EMC Corporation | COM | 268648102 | $1.0K | 40,000 | 0.3% |
| Visa, Inc.(V) | COM | 92826C839 | $955 | 5,000 | 0.3% |
| Target CP | COM | 239753106 | $841 | 13,140 | 0.3% |
| Abbott Laboratories(ABT) | COM | 002824100 | $830 | 25,000 | 0.3% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $663 | 20,000 | 0.2% |
| Silver Spring Networks, Inc | COM | 82817Q103 | $643 | 37,083 | 0.2% |
| CafePress | COM | 12769A103 | $595 | 97,353 | 0.2% |
| Apple Computer(AAPL) | COM | 037833100 | $572 | 1,200 | 0.2% |
| Dolby Laboratories, Inc.(DLB) | COM | 25659T107 | $518 | 15,000 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $500 | 6,911 | 0.2% |
| Minnesota Mining | COM | 604059105 | $478 | 4,000 | 0.2% |
| Intuit, Inc.(INTU) | COM | 461202103 | $467 | 7,050 | 0.2% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $263 | 4,000 | 0.1% |
| Liberty Global Inc | COM | 530555101 | $260 | 3,450 | 0.1% |
| Sprd Gold Trust(GLD) | COM | 78463V107 | $218 | 1,700 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $211 | 10,000 | 0.1% |