Q1 2014 Holdings
Filed 2014-05-06 | 47 holdings | $254.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com(AMZN) | COM | 023135106 | $19.4K | 57,734 | 7.6% |
| Google Inc | COM | 38259P508 | $17.1K | 15,325 | 6.7% |
| Workday(WDAY) | COM | 98138H101 | $16.2K | 177,550 | 6.4% |
| Facebook, Inc.(META) | COM | 30303M102 | $15.6K | 259,470 | 6.1% |
| Linkedin Corporation | COM | 53578A108 | $14.1K | 76,300 | 5.6% |
| Twitter(TWTRUSD) | COM | 90184L102 | $13.6K | 291,770 | 5.4% |
| Nimble Storage | COM | 65440R101 | $13.6K | 358,375 | 5.3% |
| Xoom Corporation | COM | 98419Q101 | $11.7K | 597,306 | 4.6% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $11.2K | 118,270 | 4.4% |
| Guidewire Software(GWRE) | COM | 40171V100 | $10.9K | 222,275 | 4.3% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $10.5K | 183,678 | 4.1% |
| Equinix | COM | 29444U502 | $10.5K | 56,710 | 4.1% |
| Financial Engines, Inc. | COM | 317485100 | $10.0K | 196,374 | 3.9% |
| ServiceNow(NOW) | COM | 81762P102 | $10.0K | 166,226 | 3.9% |
| Palo Alto Networks(PANW) | COM | 697435105 | $9.8K | 143,429 | 3.9% |
| Imperva | COM | 45321L100 | $8.1K | 144,695 | 3.2% |
| NetSuite Inc. | COM | 64118Q107 | $7.6K | 80,294 | 3.0% |
| YuMe, Inc | COM | 98872B104 | $5.1K | 702,642 | 2.0% |
| Baidu(BIDUN) | COM | 056752108 | $5.1K | 33,466 | 2.0% |
| Rally Software | COM | 751198102 | $4.2K | 315,153 | 1.7% |
| Berk. Hath. Class B | COM | 084670207 | $3.5K | 27,650 | 1.4% |
| Linear Technology | COM | 535678106 | $2.1K | 43,001 | 0.8% |
| Violin Memory, Inc | COM | 92763A101 | $2.0K | 487,999 | 0.8% |
| IBM(IBM) | COM | 459200101 | $1.8K | 9,240 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.7K | 17,428 | 0.7% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.6K | 16,000 | 0.6% |
| General Electric | COM | 369604103 | $1.5K | 56,016 | 0.6% |
| General Mills(GIS) | COM | 370334104 | $1.4K | 26,672 | 0.5% |
| Halliburton Co.(HAL) | COM | 406216101 | $1.4K | 23,300 | 0.5% |
| Merck | COM | 589331107 | $1.3K | 23,068 | 0.5% |
| Intel(INTC) | COM | 458140100 | $1.3K | 50,000 | 0.5% |
| AbbVie Inc. | COM | 002874Y10 | $1.3K | 25,000 | 0.5% |
| EMC Corporation | COM | 268648102 | $1.1K | 40,000 | 0.4% |
| Visa, Inc.(V) | COM | 92826C839 | $1.1K | 5,000 | 0.4% |
| Abbott Laboratories(ABT) | COM | 002824100 | $963 | 25,000 | 0.4% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $818 | 20,000 | 0.3% |
| Target CP | COM | 239753106 | $795 | 13,140 | 0.3% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $694 | 8,800 | 0.3% |
| Silver Spring Networks, Inc | COM | 82817Q103 | $645 | 37,083 | 0.3% |
| Apple Computer(AAPL) | COM | 037833100 | $644 | 1,200 | 0.3% |
| Minnesota Mining | COM | 604059105 | $543 | 4,000 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $534 | 6,911 | 0.2% |
| Intuit, Inc.(INTU) | COM | 461202103 | $389 | 5,000 | 0.2% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $292 | 4,000 | 0.1% |
| Liberty Global Inc | COM | 530555101 | $281 | 6,900 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $273 | 10,000 | 0.1% |
| Sprd Gold Trust(GLD) | COM | 78463V107 | $210 | 1,700 | 0.1% |