Q3 2014 Holdings
Filed 2014-11-04 | 46 holdings | $287.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com(AMZN) | COM | 023135106 | $23.9K | 74,134 | 8.3% |
| Workday(WDAY) | COM | 98138H101 | $22.6K | 274,000 | 7.9% |
| Facebook, Inc.(META) | COM | 30303M102 | $22.5K | 285,155 | 7.8% |
| Linkedin Corporation | COM | 53578A108 | $21.9K | 105,585 | 7.6% |
| Nimble Storage | COM | 65440R101 | $19.5K | 751,526 | 6.8% |
| Yelp(YELP) | COM | 985817105 | $16.3K | 238,463 | 5.7% |
| Xoom Corporation | COM | 98419Q101 | $15.6K | 711,412 | 5.4% |
| Twitter(TWTRUSD) | COM | 90184L102 | $12.5K | 241,625 | 4.3% |
| Splunk(SPLKCHF) | COM | 848637104 | $11.6K | 209,865 | 4.0% |
| Financial Engines, Inc. | COM | 317485100 | $11.1K | 324,480 | 3.9% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $11.0K | 101,153 | 3.8% |
| Guidewire Software(GWRE) | COM | 40171V100 | $10.3K | 232,123 | 3.6% |
| NetSuite Inc. | COM | 64118Q107 | $9.6K | 107,326 | 3.3% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $8.8K | 153,637 | 3.1% |
| ServiceNow(NOW) | COM | 81762P102 | $8.7K | 147,286 | 3.0% |
| Palo Alto Networks(PANW) | COM | 697435105 | $8.6K | 87,495 | 3.0% |
| Google Inc Class A | COM | 38259P508 | $8.0K | 13,674 | 2.8% |
| Google Inc Class C | COM | 38259P706 | $7.9K | 13,674 | 2.7% |
| Berk. Hath. Class B | COM | 084670207 | $3.8K | 27,650 | 1.3% |
| YuMe, Inc | COM | 98872B104 | $3.5K | 702,642 | 1.2% |
| Demandware(DWREEUR) | COM | 24802Y105 | $2.5K | 49,046 | 0.9% |
| Violin Memory, Inc | COM | 92763A101 | $2.4K | 487,999 | 0.8% |
| Linear Technology | COM | 535678106 | $1.9K | 43,001 | 0.7% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.9K | 17,428 | 0.6% |
| IBM(IBM) | COM | 459200101 | $1.8K | 9,240 | 0.6% |
| Intel(INTC) | COM | 458140100 | $1.7K | 50,000 | 0.6% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.6K | 16,000 | 0.6% |
| Halliburton Co.(HAL) | COM | 406216101 | $1.5K | 23,300 | 0.5% |
| AbbVie Inc. | COM | 002874Y10 | $1.4K | 25,000 | 0.5% |
| General Electric | COM | 369604103 | $1.4K | 56,016 | 0.5% |
| Merck | COM | 589331107 | $1.4K | 23,068 | 0.5% |
| General Mills(GIS) | COM | 370334104 | $1.3K | 26,672 | 0.5% |
| EMC Corporation | COM | 268648102 | $1.2K | 40,000 | 0.4% |
| Visa, Inc.(V) | COM | 92826C839 | $1.1K | 5,000 | 0.4% |
| Abbott Laboratories(ABT) | COM | 002824100 | $1.0K | 25,000 | 0.4% |
| Apple Computer(AAPL) | COM | 037833100 | $846 | 8,400 | 0.3% |
| Target CP | COM | 239753106 | $824 | 13,140 | 0.3% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $658 | 8,800 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $574 | 6,911 | 0.2% |
| Minnesota Mining | COM | 604059105 | $567 | 4,000 | 0.2% |
| Intuit, Inc.(INTU) | COM | 461202103 | $438 | 5,000 | 0.2% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $305 | 4,000 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $294 | 10,000 | 0.1% |
| Liberty Global Inc | COM | 530555101 | $283 | 6,900 | 0.1% |
| Nike, Inc(NKE) | COM | 654106103 | $232 | 2,600 | 0.1% |
| Jones Lang LaSalle Inc(JLL) | COM | 48020Q107 | $221 | 1,750 | 0.1% |