Q2 2013 Holdings
Filed 2013-08-01 | 22 holdings | $680.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Google Inc | CL A | 38259P508 | $154.1K | 175,000 | 22.6% |
| Micron Technology Inc(MU) | COM | 595112103 | $71.7K | 5,000,000 | 10.5% |
| Apple Inc(AAPL) | COM | 037833100 | $49.6K | 125,000 | 7.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADR | 874039100 | $45.8K | 2,500,000 | 6.7% |
| Pandora Media Inc | COM | 698354107 | $36.8K | 2,000,000 | 5.4% |
| Linkedin Corp | COM CL A | 53578A108 | $35.7K | 200,000 | 5.2% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $32.2K | 300,000 | 4.7% |
| Invensense Inc | COM | 46123D205 | $30.8K | 2,000,000 | 4.5% |
| Omnivision Technologies Inc | COM | 682128103 | $28.0K | 1,500,000 | 4.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $27.8K | 100,000 | 4.1% |
| Lions Gate Entmnt Corp | COM NEW | 535919203 | $27.5K | 1,000,000 | 4.0% |
| Yahoo Inc | COM | 984332106 | $25.1K | 1,000,000 | 3.7% |
| ARM Hldgs PLC | SPONSORED ADR | 042068106 | $21.7K | 600,000 | 3.2% |
| Cree Inc | COM | 225447101 | $19.1K | 300,000 | 2.8% |
| Juniper Networks Inc(JNP) | COM | 48203R104 | $15.6K | 810,000 | 2.3% |
| Groupon Inc | COM CL A | 399473107 | $10.7K | 1,250,000 | 1.6% |
| Broadcom Corp | CL A | 111320107 | $10.1K | 300,000 | 1.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.1K | 50,000 | 1.3% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $9.1K | 150,000 | 1.3% |
| Priceline COM Inc | COM NEW | 741503403 | $8.3K | 10,000 | 1.2% |
| Applied Micro Circuits Corp | COM NEW | 03822W406 | $7.0K | 800,000 | 1.0% |
| Netsuite Inc | COM | 64118Q107 | $4.6K | 50,000 | 0.7% |