|
JD.com, Inc.
SPON ADR CL A
|
51,650,366
|
$4,540,067,000
|
11.63%
|
No Change
|
+$531,482,000
|
|
MICROSOFT CORP
|
11,891,734
|
$2,644,959,000
|
6.78%
|
+478,000
|
+$244,308,000
|
|
Pinduoduo Inc.
SPONSORED ADS
|
14,053,066
|
$2,496,808,000
|
6.40%
|
-200,000
|
+$1,439,943,000
|
|
AMAZON COM INC
|
613,095
|
$1,996,808,000
|
5.12%
|
+8,295
|
+$92,456,000
|
|
Sea Ltd
SPONS ADS
|
9,226,500
|
$1,836,535,000
|
4.71%
|
+867,265
|
+$548,878,000
|
|
Facebook Inc
CL A
|
6,326,800
|
$1,728,229,000
|
4.43%
|
-2,423,700
|
-$563,527,000
|
|
Apollo Global Management, Inc.
CL A
|
33,913,500
|
$1,661,083,000
|
4.26%
|
No Change
|
+$143,454,000
|
|
CrowdStrike Holdings, Inc.
CL A
|
7,537,000
|
$1,596,487,000
|
4.09%
|
No Change
|
+$561,506,000
|
|
CARVANA CO.
CL A
|
6,012,907
|
$1,440,332,000
|
3.69%
|
No Change
|
+$99,093,000
|
|
Uber Technologies, Inc
|
27,681,399
|
$1,411,751,000
|
3.62%
|
+12,142,683
|
+$844,899,000
|
|
RingCentral, Inc.
CL A
|
3,326,370
|
$1,260,594,000
|
3.23%
|
No Change
|
+$347,140,000
|
|
PELOTON INTERACTIVE, INC.
CL A
|
7,857,758
|
$1,192,179,000
|
3.05%
|
+80,100
|
+$420,324,000
|
|
TransDigm Group INC
|
1,757,245
|
$1,087,471,000
|
2.79%
|
No Change
|
+$252,569,000
|
|
Alibaba Group Holding Ltd
SPONSORED ADS
|
4,478,062
|
$1,042,179,000
|
2.67%
|
No Change
|
-$274,282,000
|
|
Spotify Technology S.A.
|
3,184,013
|
$1,001,882,000
|
2.57%
|
-1,576
|
+$229,154,000
|
|
Workday, Inc.
CL A
|
4,127,450
|
$988,978,000
|
2.53%
|
+422,679
|
+$191,971,000
|
|
ServiceNow, Inc.
|
1,643,000
|
$904,356,000
|
2.32%
|
+154,100
|
+$182,239,000
|
|
Elastic N.V.
|
4,019,843
|
$587,420,000
|
1.51%
|
No Change
|
+$153,719,000
|
|
Atlassian Corp Plc
CL A
|
2,465,400
|
$576,583,000
|
1.48%
|
-296,841
|
+$74,435,000
|
|
NETFLIX INC
|
1,056,290
|
$571,168,000
|
1.46%
|
-494,710
|
-$204,379,000
|
|
Sunrun Inc.
|
8,073,257
|
$560,123,000
|
1.44%
|
-21,700,000
|
-$1,734,502,000
|
|
SALESFORCE.COM, INC.
|
2,288,700
|
$509,304,000
|
1.30%
|
No Change
|
-$65,892,000
|
|
SNOWFLAKE INC
CL A
|
1,753,597
|
$493,462,000
|
1.26%
|
+503,597
|
+$179,712,000
|
|
Zoom Video Communications, Inc.
CL A
|
1,444,973
|
$487,418,000
|
1.25%
|
-373,327
|
-$367,383,000
|
|
Datadog, Inc.
CL A
|
4,757,000
|
$468,279,000
|
1.20%
|
No Change
|
-$17,696,000
|