Q3 2014 Holdings
Filed 2014-11-04 | 26 holdings | $6.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $4.7M | 750,000 | 68.6% |
| Tesla Motors, Inc(TSLA) | COM | 88160R101 | $303.4K | 1,250,000 | 4.4% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $296.6K | 5,750,000 | 4.3% |
| Apple Inc(AAPL) | COM | 037833100 | $277.1K | 2,750,000 | 4.1% |
| Facebook Inc(META) | CL A | 30303M102 | $118.6K | 1,500,000 | 1.7% |
| RF Micro Devices, Inc | COM | 749941100 | $115.4K | 10,000,000 | 1.7% |
| Solarcity Corp | COM | 83416T100 | $110.3K | 1,850,000 | 1.6% |
| Workday Inc(WDAY) | CL A | 98138H101 | $103.1K | 1,250,000 | 1.5% |
| Netflix COM Inc(NFLX) | COM | 64110L106 | $101.5K | 225,000 | 1.5% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $71.9K | 1,250,000 | 1.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $68.5K | 2,000,000 | 1.0% |
| Sunedison Inc | COM | 86732Y109 | $66.1K | 3,500,000 | 1.0% |
| Lions Gate Entertainment Corp | COM | 535919203 | $65.9K | 2,000,000 | 1.0% |
| Google Inc Class A | CL A | 38259P508 | $58.8K | 100,000 | 0.9% |
| Zillow Inc | CL A | 98954A107 | $58.0K | 500,000 | 0.8% |
| Integrated Device Technology | COM | 458118106 | $55.8K | 3,500,000 | 0.8% |
| Dreamworks Animation SKG, Inc | CL A | 26153C103 | $47.7K | 1,750,000 | 0.7% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $43.6K | 600,000 | 0.6% |
| Yelp Inc(YELP) | CL A | 985817105 | $41.0K | 600,000 | 0.6% |
| Spansion Inc | COM | 84649R200 | $34.2K | 1,500,000 | 0.5% |
| Mobileye NV | ORD SHS | N51488117 | $24.1K | 450,000 | 0.4% |
| Ambarella Inc(AMBA) | SHS | G037AX101 | $21.8K | 500,000 | 0.3% |
| Sensata Technologies Holding NV(ST) | SHS | N7902X106 | $17.8K | 400,000 | 0.3% |
| TE Connectivity LTD(TEL) | REG SHS | H84989104 | $16.6K | 300,000 | 0.2% |
| Zendesk Inc | COM | 98936J101 | $16.2K | 750,000 | 0.2% |
| Demandware Inc(DWREEUR) | COM | 24802Y105 | $12.7K | 250,000 | 0.2% |