Q1 2014 Holdings
Filed 2014-05-12 | 5 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix, Inc.(NFLX) | Common | 64110L106 | $529.8K | 1,505,060 | 42.0% |
| Facebook, Inc(META) | Common | 30303M102 | $316.1K | 5,246,543 | 25.0% |
| Electronic Arts, Inc.(EA) | Common | 285512109 | $186.8K | 6,439,525 | 14.8% |
| HomeAway, Inc. | Common | 43739Q100 | $138.9K | 3,688,220 | 11.0% |
| K12 Inc. | Common | 48273U102 | $90.6K | 4,000,000 | 7.2% |