Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended September 30, 2017. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stratasys Ltd | 4.4% | Unchanged | 1,558,269 | $36M |
| Amazon.com Inc | 4.3% | Unchanged | 36,424 | $35M |
| A Athenahealth Inc | 3.7% | Unchanged | 244,056 | $30.4M |
| Nvidia Corp | 3.5% | Unchanged | 161,834 | $28.9M |
| BI Bitcoin Investment Trust | 3.4% | Unchanged | 39,603 | $27.8M |
| T Twitter Inc | 3.4% | Unchanged | 1,635,499 | $27.6M |
| Illumina Inc | 3.1% | Unchanged | 126,299 | $25.2M |
| B- Baidu Inc - Spon ADR | 2.9% | Unchanged | 95,664 | $23.7M |
| JT Juno Therapeutics Inc | 2.9% | Unchanged | 521,115 | $23.4M |
| Tesla Inc | 2.6% | Unchanged | 63,429 | $21.6M |
| Bluebird Bio Inc | 2.3% | Unchanged | 134,531 | $18.5M |
| AI Alphabet Inc-cl C | 2.2% | Unchanged | 18,426 | $17.7M |
| Netflix Inc | 2.1% | Unchanged | 94,696 | $17.2M |
| Splunk Inc | 2.0% | Unchanged | 252,610 | $16.8M |
| Editas Medicine Inc | 2.0% | Unchanged | 687,870 | $16.5M |
| 2 2u Inc | 2.0% | Unchanged | 286,867 | $16.1M |
| Proto Labs Inc | 1.9% | Unchanged | 196,914 | $15.8M |
| X Xilinx Inc | 1.8% | Unchanged | 213,702 | $15.1M |
| H Hortonworks Inc | 1.8% | Unchanged | 892,638 | $15.1M |
| S Salesforce.com Inc | 1.8% | Unchanged | 159,510 | $14.9M |
| FI Facebook Inc-a | 1.8% | Unchanged | 86,781 | $14.8M |
| Seres Therapeutics Inc | 1.7% | Unchanged | 892,922 | $14.3M |
| Invitae Corp | 1.7% | Unchanged | 1,460,938 | $13.7M |
| L Lendingclub Corp | 1.6% | Unchanged | 2,162,425 | $13.2M |
| TH Tencent Holdings Ltd-uns ADR | 1.6% | Unchanged | 297,497 | $13.1M |
| Ionis Pharmaceuticals Inc | 1.5% | Unchanged | 247,463 | $12.5M |
| FM Foundation Medicine Inc | 1.5% | Unchanged | 311,868 | $12.5M |
| EC Exone Co/the | 1.3% | Unchanged | 943,830 | $10.7M |
| AG Alibaba Group Holding-sp ADR | 1.3% | Unchanged | 61,568 | $10.6M |
| SG Softbank Group Corp-unsp ADR | 1.3% | Unchanged | 253,041 | $10.3M |
| NC Nintendo Co Ltd-unspons ADR | 1.2% | Unchanged | 209,891 | $9.64M |
| RH Red Hat Inc | 1.2% | Unchanged | 86,514 | $9.59M |
| S- Square Inc - A | 1.1% | Unchanged | 326,714 | $9.41M |
| Lendingtree Inc | 1.1% | Unchanged | 38,408 | $9.39M |
| Intellia Therapeutics Inc | 1.1% | Unchanged | 372,478 | $9.26M |
| Teradyne Inc | 1.1% | Unchanged | 238,149 | $8.88M |
| Apple Inc | 1.1% | Unchanged | 56,764 | $8.75M |
| Paypal Holdings Inc | 1.1% | Unchanged | 135,847 | $8.7M |
| T- Twilio Inc - A | 1.0% | Unchanged | 287,416 | $8.58M |
| CI Ctrip.com International-adr | 1.0% | Unchanged | 158,601 | $8.37M |
| MS Medidata Solutions Inc | 1.0% | Unchanged | 104,280 | $8.14M |
| Aerovironment Inc | 0.9% | Unchanged | 139,142 | $7.53M |
| Akamai Technologies Inc | 0.9% | Unchanged | 154,510 | $7.53M |
| Cerus Corp | 0.9% | Unchanged | 2,683,202 | $7.33M |
| MN Materialise Nv-adr | 0.9% | Unchanged | 487,676 | $7.1M |
| Redfin Corp | 0.8% | Unchanged | 266,290 | $6.68M |
| Blackberry Ltd | 0.7% | Unchanged | 522,359 | $5.84M |
| OH Organovo Holdings Inc | 0.7% | Unchanged | 2,626,704 | $5.83M |
| Mercadolibre Inc | 0.6% | Unchanged | 20,209 | $5.23M |
| NT Nanostring Technologies Inc | 0.6% | Unchanged | 283,858 | $4.59M |
| FC Fanuc Corp-unsp ADR | 0.5% | Unchanged | 217,425 | $4.41M |
| Compugen Ltd | 0.5% | Unchanged | 1,150,032 | $4.37M |
| Veracyte Inc | 0.5% | Unchanged | 488,338 | $4.28M |
| Thermo Fisher Scientific Inc | 0.4% | Unchanged | 18,893 | $3.58M |
| Autodesk Inc | 0.4% | Unchanged | 28,688 | $3.22M |
| Align Technology Inc | 0.3% | Unchanged | 14,197 | $2.64M |
| Hubspot Inc | 0.3% | Unchanged | 28,037 | $2.36M |
| RP Renishaw PLC | 0.3% | Unchanged | 36,940 | $2.36M |
| E Exa Corp | 0.3% | Unchanged | 92,997 | $2.25M |
| Trimble Inc | 0.3% | Unchanged | 52,928 | $2.08M |
Showing top 60 of 145 positions.
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