Q1 2017 Holdings
Filed 2017-05-09 | 39 holdings | $330.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc.(AMZN) | COM | 023135106 | $41.3K | 46,532 | 12.5% |
| Salesforce.com Inc.(CRM) | COM | 79466L302 | $30.1K | 364,424 | 9.1% |
| Workday, Inc.(WDAY) | COM | 98138H101 | $24.8K | 297,413 | 7.5% |
| Netflix(NFLX) | COM | 64110L106 | $22.6K | 152,770 | 6.8% |
| Pure Storage, Inc.(PSTG) | COM | 74624M102 | $22.2K | 2,261,227 | 6.7% |
| Alphabet Inc. Class A(GOOGL) | COM | 02079K305 | $20.6K | 24,269 | 6.2% |
| Facebook, Inc.(META) | COM | 30303M102 | $19.7K | 139,006 | 6.0% |
| Splunk, Inc.(SPLKCHF) | COM | 848637104 | $18.3K | 293,151 | 5.5% |
| Palo Alto Networks, Inc.(PANW) | COM | 697435105 | $17.1K | 151,951 | 5.2% |
| ServiceNow, Inc.(NOW) | COM | 81762P102 | $16.5K | 188,962 | 5.0% |
| Mercadolibre, Inc.(MELI) | COM | 58733R102 | $16.5K | 77,834 | 5.0% |
| Atlassian Corporation(TEAM) | COM | G06242104 | $16.3K | 544,181 | 4.9% |
| Veeva Systems(VEEV) | COM | 922475108 | $10.1K | 197,424 | 3.1% |
| New Relic, Inc.(NEWREUR) | COM | 64829B100 | $10.0K | 270,968 | 3.0% |
| Proofpoint(PFPT) | COM | 743424103 | $7.1K | 96,042 | 2.2% |
| Zillow Group, Inc Class C(Z) | COM | 98954M200 | $7.0K | 206,746 | 2.1% |
| Berk. Hath. Class B | COM | 084670207 | $2.8K | 16,897 | 0.9% |
| Alphabet Inc. Class C(GOOG) | COM | 02079K107 | $2.7K | 3,214 | 0.8% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $2.0K | 16,128 | 0.6% |
| Intel(INTC) | COM | 458140100 | $1.8K | 50,000 | 0.5% |
| Visa, Inc.(V) | COM | 92826C839 | $1.8K | 20,000 | 0.5% |
| General Electric | COM | 369604103 | $1.7K | 56,016 | 0.5% |
| AbbVie Inc. | COM | 002874Y10 | $1.6K | 25,000 | 0.5% |
| General Mills(GIS) | COM | 370334104 | $1.6K | 26,672 | 0.5% |
| Merck | COM | 589331107 | $1.5K | 23,068 | 0.4% |
| Schlumberger Ltd.(SLB) | COM | 806857108 | $1.3K | 16,000 | 0.4% |
| Apple Computer(AAPL) | COM | 037833100 | $1.2K | 8,400 | 0.4% |
| Eli Lilly & Co.(LLY) | COM | 532457108 | $1.1K | 13,490 | 0.3% |
| Abbott Laboratories(ABT) | COM | 002824100 | $1.1K | 25,000 | 0.3% |
| Wells Fargo Bank(WFC) | COM | 949746101 | $1.1K | 19,165 | 0.3% |
| EOG Resources Inc. | COM | 293562104 | $989 | 10,140 | 0.3% |
| Halliburton Co.(HAL) | COM | 406216101 | $984 | 20,000 | 0.3% |
| Guidewire Software, Inc.(GWRE) | COM | 40171V100 | $954 | 16,940 | 0.3% |
| Suncor Energy(SU) | COM | 867224107 | $797 | 25,915 | 0.2% |
| Minnesota Mining | COM | 604059105 | $765 | 4,000 | 0.2% |
| Automatic Data Processing, Inc(ADP) | COM | 053015103 | $730 | 7,130 | 0.2% |
| Target CP | COM | 239753106 | $725 | 13,140 | 0.2% |
| Royal Dutch Shell PLC(RDS/A) | COM | 780259206 | $686 | 13,015 | 0.2% |
| Intuit, Inc.(INTU) | COM | 461202103 | $580 | 5,000 | 0.2% |