| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Servicenow Inc | 11,000,000 | $24.0K | 14.62% |
| 2 | Twitter Inc | 15,500,000 | $13.6K | 8.29% |
| 3 | Palo Alto Networks Inc | 11,200,000 | $10.7K | 6.51% |
| 4 | Priceline GRP Inc | 9,500,000 | $10.6K | 6.47% |
| 5 | Workday Inc | 6,000,000 | $9.8K | 5.97% |
| 6 | Liberty Media Corp Delaware | 9,550,000 | $9.2K | 5.59% |
| 7 | Nice SYS Inc | 5,000,000 | $9.1K | 5.53% |
| 8 | Fortive Corp | 8,700,000 | $8.0K | 4.85% |
| 9 | Splunk Inc | 6,800,000 | $7.2K | 4.41% |
| 10 | Workday Inc | 4,700,000 | $5.3K | 3.22% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% |
| 100% |
| 0% |
Quarter-over-quarter position changes