Q1 2014 Holdings
Filed 2014-05-08 | 14 holdings | $202.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Linkedin Corp | COM CL A | 53578A108 | $24.6K | 132,770 | 12.2% |
| Google Inc | CL A | 38259P508 | $19.1K | 17,150 | 9.5% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $18.7K | 272,200 | 9.2% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $18.7K | 349,270 | 9.2% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $18.1K | 424,810 | 9.0% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $14.9K | 3,476,160 | 7.4% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $14.6K | 305,180 | 7.2% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $13.4K | 741,705 | 6.6% |
| Digitalglobe Inc | COM NEW | 25389M877 | $12.6K | 435,410 | 6.3% |
| Informatica Corp | COM | 45666Q102 | $11.9K | 314,386 | 5.9% |
| Retailmenot Inc | COM SER 1 | 76132B106 | $11.2K | 348,981 | 5.5% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $10.4K | 138,570 | 5.1% |
| Seachange Intl Inc | COM | 811699107 | $9.0K | 863,568 | 4.5% |
| Infoblox Inc | COM | 45672H104 | $4.9K | 242,200 | 2.4% |