CIK: 0001296494
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | Stock-Comm Services | 13.23% | -13.23% | EXIT | |
| 2 | NFLX | Netflix INC | Stock-Comm Services | 8.60% | -8.60% | EXIT | |
| 3 | LRCXEUR | Lam Research CORP | Stock-Tech | 8.35% | -8.35% | EXIT | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 8.27% | -8.27% | EXIT | |
| 5 | ✓ | Qunar Cayman Is LTD | Stock-Other | 7.76% | -7.76% | EXIT | |
| 6 | IPHI | Inphi CORP | Stock-Other | 7.12% | -7.12% | EXIT | |
| 7 | YELP | Yelp INC | Stock-Other | 6.84% | -6.84% | EXIT | |
| 8 | ✓ | Mellanox Technologies LTD | Stock-Other | 6.63% | -6.63% | EXIT | |
| 9 | AKAM | Akamai Technologies INC | Stock-Tech | 6.40% | -6.40% | EXIT | |
| 10 | AAOI | Applied Optoelectronics INC | Stock-Tech | 5.94% | -5.94% | EXIT | |
| 11 | ✓ | Linkedin CORP | Stock-Other | 4.77% | -4.77% | EXIT | |
| 12 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 4.24% | -4.24% | EXIT | |
| 13 | INFNEUR | Infinera CORP | Stock-Other | 4.17% | -4.17% | EXIT | |
| 14 | LSCC | Lattice Semiconductor CORP | Stock-Tech | 2.99% | -2.99% | EXIT | |
| 15 | CRM | Salesforce INC | Stock-Tech | 2.40% | -2.40% | EXIT | |
| 16 | SIMO | Silicon Motion Technol-adr | Stock-Other | 2.29% | -2.29% | EXIT |