CIK: 0001594585
Total reported value
$144.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 8.41% | — | — | |
| 2 | BIDU | Baidu INC - Spon Adr | Stock-Comm Services | 8.06% | — | — | |
| 3 | PANW | Palo Alto Networks INC | Stock-Tech | 7.64% | — | — | |
| 4 | AAPL | Apple INC | Stock-Tech | 6.96% | — | — | |
| 5 | CRM | Salesforce INC | Stock-Tech | 6.67% | — | — | |
| 6 | FTNT | Fortinet INC | Stock-Tech | 5.49% | — | — | |
| 7 | CSCO | Cisco Systems INC | Stock-Tech | 5.42% | — | — | |
| 8 | DISH | Dish Network Corp-a | Stock-Other | 5.03% | — | — | |
| 9 | ✓ | Mellanox Technologies LTD | Stock-Other | 4.96% | — | — | |
| 10 | ✓ | Yahoo INC | Stock-Other | 4.91% | — | — | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 4.40% | — | — | |
| 12 | ADBE | Adobe INC | Stock-Tech | 3.44% | — | — | |
| 13 | AMBA | Ambarella, Inc. | Stock-Tech | 3.42% | — | — | |
| 14 | ✓ | Pmc-sierra INC | Stock-Other | 3.11% | — | — | |
| 15 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 3.00% | — | — | |
| 16 | LCEUR | Happen INC | Stock-Other | 2.87% | — | — | |
| 17 | SIMO | Silicon Motion Technol-adr | Stock-Other | 2.77% | — | — | |
| 18 | FFIV | F5 INC | Stock-Tech | 2.57% | — | — | |
| 19 | CIEN | Ciena CORP | Stock-Tech | 2.48% | — | — | |
| 20 | MANH | Manhattan Associates INC | Stock-Tech | 2.20% | — | — | |
| 21 | ✓ | Qunar Cayman Is LTD | Stock-Other | 2.20% | — | — | |
| 22 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.13% | — | — | |
| 23 | NOK | Nokia Corp-spon Adr | Stock-Tech | 1.86% | — | — |