Q2 2013 Holdings
Filed 2013-08-14 | 8 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix, Inc. | Common | 64116L106 | $397.1K | 1,881,060 | 30.6% |
| ExactTarget, Inc. | Common | 30064K105 | $237.3K | 7,037,899 | 18.3% |
| HomeAway, Inc. | Common | 43739Q100 | $188.6K | 5,831,077 | 14.5% |
| Electronic Arts, Inc.(EA) | Common | 285512109 | $169.8K | 7,386,671 | 13.1% |
| Groupon, Inc. | Class A Common | 399473107 | $162.8K | 19,043,356 | 12.5% |
| K12 Inc. | Common | 48273U102 | $105.1K | 4,000,000 | 8.1% |
| Facebook, Inc(META) | Class A Common | 30303M102 | $20.1K | 807,329 | 1.5% |
| Envestnet, Inc.(ENVUSD) | Common | 29404K106 | $18.7K | 761,902 | 1.4% |