Q3 2015 Holdings
Filed 2015-11-16 | 19 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix Inc(NFLX) | COM | 64110L106 | $1.2M | 11,806,213 | 40.4% |
| Avis Budget Group(CAR) | COM | 053774105 | $415.0K | 9,500,000 | 13.8% |
| Solarcity Corp | COM | 83416T100 | $342.4K | 8,016,435 | 11.4% |
| Qualcomm Inc(QCOM)Call | COM | 747525103 | $214.9K | 4,000,000 | 7.1% |
| Facebook Inc(META) | CL A | 30303M102 | $152.8K | 1,700,000 | 5.1% |
| Fireeye Inc(FEYECHF) | COM | 31816Q101 | $142.4K | 4,475,665 | 4.7% |
| Restoration Hardware Hldgs I | COM | 761283100 | $93.3K | 1,000,000 | 3.1% |
| Hertz Global Holdings Inc | COM | 42805T105 | $89.9K | 5,372,359 | 3.0% |
| Sunedison Inc | COM | 86732Y109 | $89.3K | 12,431,891 | 3.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $76.1K | 1,065,985 | 2.5% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $53.7K | 1,000,000 | 1.8% |
| Vipshop Holdings LTD(VIPS) | SPONSORED ADR | 92763W103 | $42.0K | 2,500,000 | 1.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $20.4K | 293,384 | 0.7% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $19.5K | 750,000 | 0.6% |
| Truecar Inc(5TC) | COM | 89785L107 | $14.7K | 2,826,519 | 0.5% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $14.1K | 300,000 | 0.5% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $9.1K | 52,700 | 0.3% |
| Yodlee Inc | COM | 98600P201 | $5.6K | 347,438 | 0.2% |
| EHI CAR Svcs LTD | SPON ADS CL A | 26853A100 | $1.9K | 166,667 | 0.1% |