Q2 2013 Holdings
Filed 2013-07-30 | 14 holdings | $172.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $17.1K | 685,530 | 9.9% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $16.7K | 397,142 | 9.7% |
| Informatica Corp | COM | 45666Q102 | $15.8K | 451,170 | 9.1% |
| Linkedin Corp | COM CL A | 53578A108 | $14.8K | 83,230 | 8.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.2K | 51,290 | 8.3% |
| Google Inc | CL A | 38259P508 | $14.1K | 16,055 | 8.2% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $13.4K | 350,760 | 7.8% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $12.7K | 22,143 | 7.4% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $12.1K | 281,600 | 7.0% |
| Qlik Technologies Inc | COM | 74733T105 | $10.7K | 379,680 | 6.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.2K | 55,860 | 5.9% |
| Jive Software Inc | COM | 47760A108 | $9.8K | 540,151 | 5.7% |
| Intercontinentalexchange Inc | COM | 45865V100 | $7.9K | 44,690 | 4.6% |
| NQ Mobile Inc | ADR REPSTG CL A | 64118U108 | $2.9K | 359,600 | 1.7% |