Q4 2015 Holdings
Filed 2016-02-10 | 16 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Akamai Technologies Inc CMN(AKAM) | COM | 00971T101 | $501.0K | 9,512 | 38.4% |
| Applied Optoelectronics, Inc. CMN(AAOI) | COM | 03823U102 | $465.0K | 27,072 | 35.6% |
| Alibaba Group Holding Limited Sponsored ADR CMN(BABA) | COM | 01609W102 | $332.0K | 4,079 | 25.4% |
| Facebook, Inc. CMN Class A(META) | COM | 30303M102 | $1.0K | 9,901 | 0.1% |
| Netflix COM Inc CMN(NFLX) | COM | 64110L106 | $674 | 5,895 | 0.1% |
| LAM Research Corp CMN(LRCXEUR) | COM | 512807108 | $654 | 8,237 | 0.1% |
| Amazon.com Inc CMN(AMZN) | COM | 023135106 | $648 | 958 | 0.0% |
| Qunar Cayman Islands Limited Sponsored ADR CMN | COM | 74906P104 | $608 | 11,527 | 0.0% |
| Inphi Corporation CMN(IPHI) | COM | 45772F107 | $558 | 20,668 | 0.0% |
| Yelp Inc. CMN(YELP) | COM | 985817105 | $536 | 18,620 | 0.0% |
| Mellanox Technologies, Ltd. CMN | COM | M51363113 | $519 | 12,314 | 0.0% |
| Linkedin Corp CMN Class A | COM | 53578A108 | $374 | 1,662 | 0.0% |
| Infinera Corporation CMN(INFNEUR) | COM | 45667G103 | $327 | 18,060 | 0.0% |
| Lattice Semiconductor Corp CMN(LSCC) | COM | 518415104 | $234 | 36,162 | 0.0% |
| Salesforce.com, Inc CMN(CRM) | COM | 79466L302 | $188 | 2,399 | 0.0% |
| Silicon Motion Technology Corp Sponsored ADR CMN(SIMO) | COM | 82706C108 | $179 | 5,703 | 0.0% |