Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended December 31, 2013. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| F Facebook, Inc. | 73.2% | Unchanged | 778,099 | $42.5M |
| Yelp, Inc | 26.8% | Unchanged | 225,809 | $15.6M |
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