| Stock | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| MSFTMICROSOFT CORP | 14.22% | Add 22.9% | 2,986,800 | $295M |
| AMZNAMAZON COM INC | 12.74% | Reduce 9.1% | 155,253 | $264M |
| CRMSALESFORCE COM INC | 11.23% | — | 1,705,300 | $233M |
| GOOGLALPHABET INC | 9.29% | Reduce 34.3% | 170,400 | $192M |
| METAFACEBOOK INC | 8.61% | NEW | 918,000 | $178M |
| BABAALIBABA GROUP HLDG LTD | 7.20% | Add 22.4% | 804,300 | $149M |
| GILDGILEAD SCIENCES INC | 4.12% | NEW | 1,205,300 | $85M |
| WDAYWORKDAY INC | 3.80% | Add 14.3% | 650,500 | $79M |
| NFLXNETFLIX INC | 3.58% | — | 189,700 | $74M |
| OSVEURVANECK VECTORS ETF TR | 2.13% | NEW | 1,680,200 | $44M |
| STMPSTAMPS COM INC | 1.89% | Reduce 2.1% | 154,600 | $39M |
| MPCMARATHON PETE CORP | 1.68% | NEW | 496,400 | $35M |
| SPLKCHFSPLUNK INC | 1.64% | NEW | 342,600 | $34M |
| ADSKAUTODESK INC | 1.61% | NEW | 254,300 | $33M |
| DVNDEVON ENERGY CORP NEW | 1.57% | NEW | 740,700 | $33M |
| ADBEADOBE SYS INC | 1.44% | — | 122,500 | $30M |
| ATVIEURACTIVISION BLIZZARD INC | 1.24% | NEW | 337,200 | $26M |
| TALTAL ED GROUP | 1.21% | — | 682,000 | $25M |
| XLESELECT SECTOR SPDR TR | 1.19% | NEW | 325,600 | $25M |
| HDHOME DEPOT INC | 1.19% | NEW | 126,500 | $25M |
| H00263105AC IMMUNE SA | 1.07% | — | 2,388,700 | $22M |
| CLVSEURCLOVIS ONCOLOGY INC | 1.06% | NEW | 482,000 | $22M |
| IBBISHARES TR | 0.98% | NEW | 183,900 | $20M |
| CTRPUSDCTRIP COM INTL LTD | 0.97% | Add 37.8% | 421,100 | $20M |
| XYZSQUARE INC | 0.73% | NEW | 247,000 | $15M |
| EA*ELECTRONIC ARTS INC | 0.73% | NEW | 107,600 | $15M |
| FCXFREEPORT-MCMORAN INC | 0.71% | NEW | 858,000 | $15M |
| COUPEURCOUPA SOFTWARE INC | 0.50% | NEW | 164,900 | $10M |
| CVECENOVUS ENERGY INC | 0.49% | NEW | 986,300 | $10M |
| G6359F103NABORS INDUSTRIES LTD | 0.36% | NEW | 1,176,000 | $8M |
| G68707101PAGSEGURO DIGITAL LTD COM | 0.29% | Add ×6.1 | 215,000 | $6M |
| ITCIEURINTRA CELLULAR THERAPIES INC | 0.25% | — | 296,986 | $5M |
| MELIMERCADOLIBRE INC | 0.24% | NEW | 16,900 | $5M |