| JJDJD.com, Inc. | 24.47% | 70,175,611 | $2.4B | added×3.4 | +17.73 pp | 3 q |
| NNFLXNetFlix Inc | 17.27% | 2,571,039 | $1.7B | added×16.5 | +16.56 pp | 3 q |
| PunresolvedPriceline Grp Inc | 8.57% | 727,939 | $838M | added+75% | +3.27 pp | 2 q |
| MMAMastercard Incorporated | 6.80% | 7,111,093 | $665M | held | — | 9 q |
| FFLTCorpay, Inc. | 4.95% | 3,101,300 | $484M | trimmed−6% | −0.50 pp | 9 q |
| AATHMAutohome Inc. | 4.51% | 8,735,000 | $441M | held | — | 7 q |
| VVIPSVipshop Holdings Limited | 3.43% | 15,062,072 | $335M | trimmed−6% | −1.72 pp | 7 q |
A AMZNAmazon.Com Inc | 3.32% | 747,000 | $324M | new | +3.32 pp | new |
| RunresolvedRestoration Hardware Hldgs I | 3.19% | 3,193,410 | $312M | held | — | 7 q |
| ZZGZillow Group Inc Class A | 3.18% | 3,582,691 | $311M | held | — | 2 q |
| TTDGTransDigm Group Incorporated | 2.88% | 1,255,501 | $282M | trimmed−51% | −3.28 pp | 9 q |
| DDATATableau Software, Inc. | 2.77% | 2,347,103 | $271M | added+39% | +1.06 pp | 4 q |
| LunresolvedLiberty Interactive Corp | 1.61% | 4,000,868 | $157M | trimmed−24% | −0.83 pp | 3 q |
| WWUBA58.COM Inc | 1.60% | 2,450,000 | $157M | held | — | 3 q |
| EETSYEtsy, Inc. | 1.44% | 10,000,000 | $141M | new | +1.44 pp | new |
| KunresolvedKate Spade & Co | 1.37% | 6,200,000 | $134M | added+73% | +0.06 pp | 2 q |
| LLBRDKLiberty Broadband Corporation Class C | 1.15% | 2,206,053 | $113M | trimmed−20% | −0.56 pp | 3 q |
| TTRIPTripAdvisor, Inc. | 1.09% | 1,222,425 | $107M | new | +1.09 pp | new |
| OONDKOn Deck Capital, Inc. | 0.81% | 6,850,000 | $79M | held | — | 3 q |
| SSPLKSplunk Inc | 0.78% | 1,090,300 | $76M | new | +0.78 pp | new |
| GGMEGameStop Corp. Class A | 0.77% | 1,750,000 | $75M | trimmed−13% | −0.06 pp | 3 q |
| CunresolvedCharter Comm's Inc | 0.71% | 402,909 | $69M | trimmed−66% | −1.82 pp | 9 q |
| VunresolvedVasco Data Sec Intl Inc | 0.59% | 1,900,000 | $57M | held | — | 2 q |
V VVISA Inc. | 0.58% | 838,089 | $56M | held | — | 9 q |
| PPPCPilgrims Pride Corporation | 0.47% | 2,000,000 | $46M | held | — | 3 q |
| TTNETTrinet Group, Inc. | 0.47% | 1,800,000 | $46M | trimmed−22% | −0.43 pp | 2 q |
I IBMInternational Business Machines Corporation | 0.24% | 141,823 | $23M | held | — | 2 q |
| FFITFitbit, Inc. Class A | 0.20% | 500,000 | $19M | new | +0.20 pp | new |
| IIPXLImpax Laboratories, Inc. | 0.20% | 430,000 | $20M | new | +0.20 pp | new |
| DDOORMasonite International Corp | 0.17% | 235,239 | $16M | trimmed−77% | −0.59 pp | 5 q |
| FFEYEFireEye, Inc. | 0.10% | 200,000 | $10M | held | — | 7 q |
| BBABAAlibaba Group Holding Limited | 0.08% | 93,494 | $8M | trimmed−99% | −6.03 pp | 3 q |
| HHDP1Hortonworks Inc | 0.07% | 260,400 | $7M | held | — | 3 q |
| EunresolvedEhi Car Svcs Ltd | 0.05% | 333,333 | $5M | new | +0.05 pp | new |
| YunresolvedYodlee Inc | 0.05% | 350,000 | $5M | held | — | 3 q |
| LLCHappen, Inc. | 0.04% | 275,000 | $4M | held | — | 3 q |
| SSHOPShopify Inc. Class A subordinate voting shares | 0.02% | 70,000 | $2M | new | +0.02 pp | new |
| VVEEVVeeva Systems Inc. | 0.02% | 75,000 | $2M | held | — | 7 q |
| IunresolvedIdreamsky Technology Limited | 0.01% | 100,000 | $1M | held | — | 4 q |
| NNEWRNew Relic, Inc. | 0.01% | 25,000 | $880,000 | held | — | 3 q |
| TunresolvedTwenty First Centy Fox Inc | — | −16,805,219 | — | exited | −6.24 pp | — |
| LLBTYKLiberty Global Ltd. Class C | — | −9,288,326 | — | exited | −5.07 pp | — |
| HunresolvedHertz Global Holdings Inc | — | −14,207,250 | — | exited | −3.38 pp | — |
| 22663134DBitauto Holdings Ltd-adr | — | −5,922,953 | — | exited | −3.30 pp | — |
| CCARAvis Budget Group, Inc. | — | −4,850,254 | — | exited | −3.14 pp | — |
| CunresolvedColfax Corp | — | −5,108,326 | — | exited | −2.67 pp | — |
| QQSRRestaurant Brands International Inc. | — | −2,345,012 | — | exited | −0.99 pp | — |
| SSF9Sanderson Farms Inc | — | −925,000 | — | exited | −0.81 pp | — |
| UunresolvedUti Worldwide Inc | — | −5,129,000 | — | exited | −0.69 pp | — |
| MMMYTMakeMyTrip Limited | — | −1,904,391 | — | exited | −0.46 pp | — |
| JJOBS51job, Inc. | — | −1,125,623 | — | exited | −0.40 pp | — |
| TTWTRTwitter, Inc. | — | −500,000 | — | exited | −0.27 pp | — |
| MMOMOHello Group Inc. | — | −2,180,000 | — | exited | −0.25 pp | — |
| ZunresolvedZhaopin Ltd | — | −1,275,000 | — | exited | −0.22 pp | — |
| CCTRPTrip.com Group Limited | — | −330,000 | — | exited | −0.21 pp | — |
| DDDD3D Systems Corporation | — | −700,000 | — | exited | −0.21 pp | — |
| XXONPrecigen, Inc. | — | −300,000 | — | exited | −0.15 pp | — |
| MMYGNMyriad Genetics Inc | — | −291,097 | — | exited | −0.11 pp | — |
| QunresolvedQunar ADR | — | −150,000 | — | exited | −0.07 pp | — |
| NunresolvedNimble Storage Inc | — | −250,000 | — | exited | −0.06 pp | — |
| ZunresolvedZiopharm Oncology Inc | — | −200,000 | — | exited | −0.02 pp | — |
