Q2 2015 Holdings
Filed 2015-08-07 | 49 holdings | $314.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Etsy, Inc.(ETSY) | COM | 29786A106 | $44.7K | 3,182,441 | 14.2% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $25.2K | 58,019 | 8.0% |
| Facebook, Inc.(META) | COM | 30303M102 | $23.0K | 268,670 | 7.3% |
| Workday, Inc.(WDAY) | COM | 98138H101 | $22.9K | 299,359 | 7.3% |
| Nimble Storage Inc. | COM | 65440R101 | $21.4K | 764,375 | 6.8% |
| Linkedin Corp | COM | 53578A108 | $19.6K | 94,855 | 6.2% |
| Yelp, Inc.(YELP) | COM | 985817105 | $16.8K | 389,352 | 5.3% |
| Zillow Group, Inc.(ZG) | COM | 98954M101 | $15.0K | 173,205 | 4.8% |
| Twitter, Inc.(TWTRUSD) | COM | 90184L102 | $12.1K | 335,165 | 3.9% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $11.0K | 157,483 | 3.5% |
| Demandware(DWREEUR) | COM | 24802Y105 | $10.5K | 147,712 | 3.3% |
| NetSuite Inc. | COM | 64118Q107 | $10.4K | 113,667 | 3.3% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $9.9K | 70,068 | 3.2% |
| ServiceNow, Inc.(NOW) | COM | 81762P102 | $7.7K | 103,831 | 2.5% |
| Splunk, Inc.(SPLKCHF) | COM | 848637104 | $7.1K | 102,605 | 2.3% |
| Google Inc. Class A | COM | 38259P508 | $6.3K | 11,714 | 2.0% |
| Palo Alto Networks, Inc.(PANW) | COM | 697435105 | $5.8K | 32,953 | 1.8% |
| Veeva Systems(VEEV) | COM | 922475108 | $5.5K | 194,820 | 1.7% |
| Xactly Corp | COM | 98386L101 | $4.0K | 466,419 | 1.3% |
| YuMe, Inc | COM | 98872B104 | $3.8K | 694,642 | 1.2% |
| Berk. Hath. Class B | COM | 084670207 | $3.8K | 27,650 | 1.2% |
| Linear Technology | COM | 535678106 | $1.9K | 43,001 | 0.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.7K | 17,428 | 0.5% |
| AbbVie Inc. | COM | 002874Y10 | $1.7K | 25,000 | 0.5% |
| Google Inc. Class C | COM | 38259P706 | $1.6K | 3,106 | 0.5% |
| Intel(INTC) | COM | 458140100 | $1.5K | 50,000 | 0.5% |
| General Electric | COM | 369604103 | $1.5K | 56,016 | 0.5% |
| General Mills(GIS) | COM | 370334104 | $1.5K | 26,672 | 0.5% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.4K | 16,000 | 0.4% |
| Visa, Inc.(V) | COM | 92826C839 | $1.3K | 20,000 | 0.4% |
| Merck | COM | 589331107 | $1.3K | 23,068 | 0.4% |
| Abbott Laboratories(ABT) | COM | 002824100 | $1.2K | 25,000 | 0.4% |
| Violin Memory, Inc | COM | 92763A101 | $1.2K | 487,999 | 0.4% |
| Financial Engines, Inc. | COM | 317485100 | $1.1K | 27,050 | 0.4% |
| Target CP | COM | 239753106 | $1.1K | 13,140 | 0.3% |
| EMC Corporation | COM | 268648102 | $1.1K | 40,000 | 0.3% |
| Apple Computer(AAPL) | COM | 037833100 | $1.1K | 8,400 | 0.3% |
| Halliburton Co.(HAL) | COM | 406216101 | $1.0K | 23,300 | 0.3% |
| Guidewire Software, Inc.(GWRE) | COM | 40171V100 | $897 | 16,940 | 0.3% |
| Minnesota Mining | COM | 604059105 | $617 | 4,000 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $554 | 6,911 | 0.2% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $551 | 8,800 | 0.2% |
| Intuit, Inc.(INTU) | COM | 461202103 | $504 | 5,000 | 0.2% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $326 | 10,000 | 0.1% |
| Nike, Inc(NKE) | COM | 654106103 | $281 | 2,600 | 0.1% |
| Liberty Global Inc | COM | 530555101 | $268 | 5,300 | 0.1% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $228 | 4,000 | 0.1% |
| Oasis Petroleum | COM | 674215108 | $174 | 11,000 | 0.1% |
| Laredo Petroleum, Inc. | COM | 516806106 | $126 | 10,000 | 0.0% |