Q4 2015 Holdings
Filed 2016-02-11 | 48 holdings | $319.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pure Storage, Inc.(PSTG) | COM | 74624M102 | $35.2K | 2,262,815 | 11.0% |
| Etsy, Inc.(ETSY) | COM | 29786A106 | $29.3K | 3,551,351 | 9.2% |
| Amazon.com Inc.(AMZN) | COM | 023135106 | $28.5K | 42,107 | 8.9% |
| Workday, Inc.(WDAY) | COM | 98138H101 | $27.8K | 349,279 | 8.7% |
| Facebook, Inc.(META) | COM | 30303M102 | $27.4K | 261,920 | 8.6% |
| Linkedin Corp | COM | 53578A108 | $22.6K | 100,457 | 7.1% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $17.6K | 225,111 | 5.5% |
| NetSuite Inc. | COM | 64118Q107 | $16.2K | 191,597 | 5.1% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $15.4K | 134,460 | 4.8% |
| Splunk, Inc.(SPLKCHF) | COM | 848637104 | $11.9K | 201,934 | 3.7% |
| ServiceNow, Inc.(NOW) | COM | 81762P102 | $9.5K | 109,381 | 3.0% |
| Alphabet Inc. Class A(GOOGL) | COM | 02079K305 | $8.9K | 11,414 | 2.8% |
| Zillow Group, Inc Class C(Z) | COM | 98954M200 | $8.1K | 346,410 | 2.5% |
| Nimble Storage Inc. | COM | 65440R101 | $7.2K | 780,155 | 2.2% |
| Palo Alto Networks, Inc.(PANW) | COM | 697435105 | $6.2K | 35,203 | 1.9% |
| Veeva Systems(VEEV) | COM | 922475108 | $5.5K | 192,075 | 1.7% |
| Netflix(NFLX) | COM | 64110L106 | $4.0K | 35,240 | 1.3% |
| Xactly Corp | COM | 98386L101 | $4.0K | 466,412 | 1.2% |
| Zillow Group, Inc Class A(ZG) | COM | 98954M101 | $3.2K | 122,805 | 1.0% |
| Berk. Hath. Class B | COM | 084670207 | $3.2K | 23,857 | 1.0% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $2.1K | 2,703 | 0.6% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.8K | 17,428 | 0.6% |
| General Electric | COM | 369604103 | $1.7K | 56,016 | 0.5% |
| Visa, Inc.(V) | COM | 92826C839 | $1.7K | 22,355 | 0.5% |
| Intel(INTC) | COM | 458140100 | $1.7K | 50,000 | 0.5% |
| Linear Technology | COM | 535678106 | $1.7K | 40,000 | 0.5% |
| General Mills(GIS) | COM | 370334104 | $1.5K | 26,672 | 0.5% |
| AbbVie Inc. | COM | 002874Y10 | $1.5K | 25,000 | 0.5% |
| Abbott Laboratories(ABT) | COM | 002824100 | $1.3K | 29,200 | 0.4% |
| Merck | COM | 589331107 | $1.2K | 23,068 | 0.4% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.1K | 16,000 | 0.3% |
| Apple Computer(AAPL) | COM | 037833100 | $1.0K | 9,970 | 0.3% |
| Guidewire Software, Inc.(GWRE) | COM | 40171V100 | $1.0K | 16,940 | 0.3% |
| Wells Fargo Bank(WFC) | COM | 949746101 | $977 | 17,980 | 0.3% |
| Target CP | COM | 239753106 | $954 | 13,140 | 0.3% |
| Halliburton Co.(HAL) | COM | 406216101 | $793 | 23,300 | 0.2% |
| Financial Engines, Inc. | COM | 317485100 | $768 | 22,800 | 0.2% |
| EOG Resources Inc. | COM | 293562104 | $638 | 9,015 | 0.2% |
| Minnesota Mining | COM | 604059105 | $603 | 4,000 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $585 | 6,911 | 0.2% |
| Suncor Energy(SU) | COM | 867224107 | $581 | 22,525 | 0.2% |
| Intuit, Inc.(INTU) | COM | 461202103 | $482 | 5,000 | 0.2% |
| YuMe, Inc | COM | 98872B104 | $467 | 133,052 | 0.1% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $389 | 8,500 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $350 | 7,000 | 0.1% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $282 | 8,560 | 0.1% |
| Nike, Inc(NKE) | COM | 654106103 | $241 | 3,850 | 0.1% |
| Liberty Global Inc | COM | 530555101 | $216 | 5,300 | 0.1% |