Q2 2015 Holdings
Filed 2015-08-13 | 6 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 | $660.3K | 1,005,060 | 40.1% |
| Electronic Arts, Inc.(EA) | Common | 285512109 | $298.8K | 4,492,535 | 18.1% |
| Alarm.com Holdings, Inc.(ALRM) | Common | 011642105 | $249.6K | 16,473,992 | 15.1% |
| Facebook, Inc(META) | Common | 30303M102 | $225.0K | 2,622,989 | 13.7% |
| GoDaddy Inc.(GDDY) | Class A Common | 380237107 | $163.9K | 5,813,620 | 9.9% |
| K12 Inc. | Common | 48273U102 | $50.6K | 4,000,000 | 3.1% |