Q2 2014 Holdings
Filed 2014-08-06 | 50 holdings | $309.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Workday(WDAY) | COM | 98138H101 | $25.9K | 287,900 | 8.3% |
| Amazon.com(AMZN) | COM | 023135106 | $24.4K | 74,994 | 7.9% |
| Linkedin Corporation | COM | 53578A108 | $22.6K | 131,725 | 7.3% |
| Facebook, Inc.(META) | COM | 30303M102 | $22.0K | 326,485 | 7.1% |
| Nimble Storage | COM | 65440R101 | $21.5K | 698,775 | 6.9% |
| Yelp(YELP) | COM | 985817105 | $17.0K | 222,018 | 5.5% |
| Xoom Corporation | COM | 98419Q101 | $16.3K | 616,906 | 5.2% |
| Splunk(SPLKCHF) | COM | 848637104 | $13.2K | 239,300 | 4.3% |
| Twitter(TWTRUSD) | COM | 90184L102 | $12.0K | 291,770 | 3.9% |
| ServiceNow(NOW) | COM | 81762P102 | $11.9K | 192,226 | 3.8% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $11.8K | 123,270 | 3.8% |
| Palo Alto Networks(PANW) | COM | 697435105 | $11.6K | 137,929 | 3.7% |
| Guidewire Software(GWRE) | COM | 40171V100 | $10.9K | 268,518 | 3.5% |
| NetSuite Inc. | COM | 64118Q107 | $10.6K | 121,694 | 3.4% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $10.6K | 181,678 | 3.4% |
| Google Inc Class A | COM | 38259P508 | $9.1K | 15,630 | 2.9% |
| Google Inc Class C | COM | 38259P706 | $9.0K | 15,630 | 2.9% |
| Financial Engines, Inc. | COM | 317485100 | $8.7K | 191,674 | 2.8% |
| Baidu(BIDUN) | COM | 056752108 | $5.1K | 27,541 | 1.7% |
| YuMe, Inc | COM | 98872B104 | $4.1K | 702,642 | 1.3% |
| Berk. Hath. Class B | COM | 084670207 | $3.5K | 27,650 | 1.1% |
| Violin Memory, Inc | COM | 92763A101 | $2.2K | 487,999 | 0.7% |
| Linear Technology | COM | 535678106 | $2.0K | 43,001 | 0.7% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.9K | 16,000 | 0.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.8K | 17,428 | 0.6% |
| IBM(IBM) | COM | 459200101 | $1.7K | 9,240 | 0.5% |
| Halliburton Co.(HAL) | COM | 406216101 | $1.7K | 23,300 | 0.5% |
| Intel(INTC) | COM | 458140100 | $1.5K | 50,000 | 0.5% |
| General Electric | COM | 369604103 | $1.5K | 56,016 | 0.5% |
| AbbVie Inc. | COM | 002874Y10 | $1.4K | 25,000 | 0.5% |
| General Mills(GIS) | COM | 370334104 | $1.4K | 26,672 | 0.5% |
| Merck | COM | 589331107 | $1.3K | 23,068 | 0.4% |
| EMC Corporation | COM | 268648102 | $1.1K | 40,000 | 0.3% |
| Visa, Inc.(V) | COM | 92826C839 | $1.1K | 5,000 | 0.3% |
| Abbott Laboratories(ABT) | COM | 002824100 | $1.0K | 25,000 | 0.3% |
| Oracle Corporation(ORCL) | COM | 68389X105 | $811 | 20,000 | 0.3% |
| Apple Computer(AAPL) | COM | 037833100 | $781 | 8,400 | 0.3% |
| Target CP | COM | 239753106 | $761 | 13,140 | 0.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $697 | 8,800 | 0.2% |
| Minnesota Mining | COM | 604059105 | $573 | 4,000 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $548 | 6,911 | 0.2% |
| Silver Spring Networks, Inc | COM | 82817Q103 | $413 | 30,983 | 0.1% |
| Intuit, Inc.(INTU) | COM | 461202103 | $403 | 5,000 | 0.1% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $329 | 4,000 | 0.1% |
| Liberty Global Inc | COM | 530555101 | $292 | 6,900 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $269 | 10,000 | 0.1% |
| Jones Lang LaSalle Inc(JLL) | COM | 48020Q107 | $221 | 1,750 | 0.1% |
| Sprd Gold Trust(GLD) | COM | 78463V107 | $218 | 1,700 | 0.1% |
| Nike, Inc(NKE) | COM | 654106103 | $202 | 2,600 | 0.1% |
| Tiffany & Co(TIFEUR) | COM | 886547108 | $200 | 2,000 | 0.1% |