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Holding32 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  PayPal Holdings, Inc. PYPL | Financial - Credit Services Financial Services | $27.1M 6.07% | 0.02% 234.7K shares | 196.4K → 234.7K +$4.4M | +19.47% | $134.73B Large Cap | Q4 2017 Held for 7y 10m |
2  Guidewire Software GWRE | Software - Application Technology | $26.6M 5.95% | 0.337% 281.3K shares | 327.4K → 281.3K −$4.4M | -14.09% | $7.9B Mid Cap | Q1 2021 Held for 4y 7m |
3  Salesforce CRM | Software - Application Technology | $26.6M 5.95% | 0.013% 125.3K shares | 135.4K → 125.3K −$2.1M | -7.44% | $210.20B Mega Cap | ≤ Q2 2013 Held for 12y 4m+ |
4  Microsoft MSFT | Software - Infrastructure Technology | $26.1M 5.83% | 0.001% 84.5K shares | 111.1K → 84.5K −$8.2M | -23.96% | $2.31T Mega Cap | Q3 2019 Held for 6y 1m |
5  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $26.0M 5.82% | — 117.0K shares | 118.6K → 117.0K −$351.6K | -1.33% | $605.25B Mega Cap | Q1 2019 Held for 6y 7m |
6  Booking Holdings Inc. BKNG | Travel Services Consumer Cyclical | $25.9M 5.79% | 0.027% 11.0K shares | 15.5K → 11.0K −$10.5M | -28.78% | $96.0B Large Cap | Q2 2019 Held for 6y 4m |
7  Starbucks SBUX | Restaurants Consumer Cyclical | $25.5M 5.7% | 0.024% 280.0K shares | 323.1K → 280.0K −$3.9M | -13.34% | $104.64B Large Cap | Q4 2019 Held for 5y 10m |
8  Amazon AMZN | Specialty Retail Consumer Cyclical | $24.7M 5.52% | 0.001% 7.6K shares | 10.6K → 7.6K −$9.7M | -28.27% | $82.9B Large Cap | Q4 2017 Held for 7y 10m |
9  Workday, Inc. WDAY | Software - Application Technology | $24.5M 5.49% | 0.041% 102.4K shares | 138.6K → 102.4K −$8.7M | -26.11% | $60.1B Large Cap | Q2 2020 Held for 5y 4m |
10  Netflix NFLX | Entertainment Communication Services | $24.5M 5.48% | 0.015% 65.4K shares | 60.1K → 65.4K +$2.0M | +8.67% | $166.30B Large Cap | Q4 2018 Held for 6y 10m |
11  Elastic ESTC | Software - Application Technology | $24.2M 5.4% | 0.291% 271.6K shares | 56.8K → 271.6K +$19.1M | +378.51% | $8.3B Mid Cap | Q4 2021 Held for 3y 10m |
12  Adobe ADBE | Software - Infrastructure Technology | $23.9M 5.36% | 0.011% 52.6K shares | 56.7K → 52.6K −$1.9M | -7.3% | $215.28B Mega Cap | Q1 2021 Held for 4y 7m |
13  Nike NKE | Apparel - Footwear & Accessories Consumer Cyclical | $23.5M 5.26% | 0.011% 174.8K shares | 214.5K → 174.8K −$5.3M | -18.47% | $212.78B Mega Cap | Q2 2014 Held for 11y 4m |
14  Zillow Group, Inc. Z | Internet Content & Information Communication Services | $22.5M 5.02% | 0.182% 455.6K shares | — | — | $12.0B Large Cap | Q1 2021 Held for 4y 7m |
15  CarMax KMX | Auto - Dealerships Consumer Cyclical | $22.4M 5.01% | 0.144% 232.3K shares | 288.5K → 232.3K −$5.4M | -19.5% | $15.6B Large Cap | Q1 2016 Held for 9y 7m |
16  Restoration Hardware RH | Specialty Retail Consumer Cyclical | $21.5M 4.82% | 0.304% 66.0K shares | 17.5K → 66.0K +$15.8M | +277.52% | $7.1B Mid Cap | Q4 2013 Held for 11y 10m |
17  T-Mobile US TMUS | Telecommunications Services Communication Services | $6.7M 1.51% | 0.004% 52.6K shares | 87.6K → 52.6K −$4.5M | -39.95% | $154.02B Large Cap | Q1 2021 Held for 4y 7m |
18  Match Group MTCH | Internet Content & Information Communication Services | $6.7M 1.49% | 0.022% 61.5K shares | 85.0K → 61.5K −$2.6M | -27.69% | $31.0B Large Cap | Q3 2020 Held for 5y 1m |
19  Roku, Inc. ROKU | Entertainment Communication Services | $6.4M 1.43% | 0.038% 50.9K shares | — | — | $16.9B Large Cap | Q1 2022 Held for 3y 7m |
20  Axon Enterprise, Inc. AXON | Aerospace & Defense Industrials | $6.3M 1.41% | 0.064% 45.7K shares | 31.7K → 45.7K +$1.9M | +43.9% | $9.8B Mid Cap | Q4 2021 Held for 3y 10m |
21  Everbridge EVBG | Software - Application Technology | $6.2M 1.4% | 0.363% 143.1K shares | 53.9K → 143.1K +$3.9M | +165.65% | $1.7B Small Cap | Q4 2021 Held for 3y 10m |
22  Q2 Holdings QTWO | Software - Application Technology | $6.2M 1.39% | 0.177% 100.7K shares | 132.3K → 100.7K −$1.9M | -23.84% | $3.5B Mid Cap | Q4 2021 Held for 3y 10m |
23  Health Catalyst HCAT | Medical - Healthcare Information Services Healthcare | $5.9M 1.33% | 0.426% 227.3K shares | 219.3K → 227.3K +$209.9K | +3.66% | $1.4B Small Cap | Q3 2020 Held for 5y 1m |
24  PagerDuty PD | Software - Application Technology | $5.7M 1.28% | 0.193% 167.6K shares | 234.5K → 167.6K −$2.3M | -28.51% | $3.0B Mid Cap | Q4 2020 Held for 4y 10m |
25  Alphabet Inc. GOOG | Internet Content & Information Communication Services | $1.3M 0.295% | 0.001% 9.4K shares | 12.6K → 9.4K −$440.2K | -25.03% | $92.3B Large Cap | Q2 2014 Held for 11y 4m |
26  PVH PVH | Apparel - Manufacturers Consumer Cyclical | - — | — - shares | 328.1K → 0 −$35.0M | Sold | $7.5B Mid Cap | ≤ Q2 2013 Held for 12y 4m+ |
27  Royal Caribbean Group RCL | Travel Services Consumer Cyclical | - — | — - shares | 130.2K → 0 −$10.0M | Sold | $19.6B Large Cap | Q1 2021 Held for 4y 7m |
28  Sea Limited SE | Unknown Unknown | - — | — - shares | 0 → - +- | New | — — | Q1 2022 Held for 3y 7m |
29  Uber Technologies UBER | Software - Application Technology | - — | — - shares | 263.1K → 0 −$11.0M | Sold | $81.3B Large Cap | Q4 2021 Held for 3y 10m |
30  Boeing BA | Aerospace & Defense Industrials | - — | — - shares | 176.5K → 0 −$35.5M | Sold | $118.32B Large Cap | Q1 2021 Held for 4y 7m |
31  Live Nation Entertainment LYV | Entertainment Communication Services | - — | — - shares | 100.9K → 0 −$12.1M | Sold | $26.6B Large Cap | Q1 2020 Held for 5y 7m |
32  Visa V | Financial - Credit Services Financial Services | - — | — - shares | 171.2K → 0 −$37.1M | Sold | $471.09B Mega Cap | Q1 2019 Held for 6y 7m |