Q4 2013 Holdings
Filed 2014-02-13 | 5 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix, Inc.(NFLX) | Common | 64110L106 | $554.1K | 1,505,060 | 34.8% |
| Facebook, Inc(META) | Common | 30303M102 | $545.1K | 9,974,870 | 34.2% |
| HomeAway, Inc. | Common | 43739Q100 | $238.4K | 5,831,077 | 15.0% |
| Electronic Arts, Inc.(EA) | Common | 285512109 | $169.5K | 7,386,671 | 10.6% |
| K12 Inc. | Common | 48273U102 | $87.0K | 4,000,000 | 5.5% |