Q4 2016 Holdings
Filed 2017-02-14 | 17 holdings | $57.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $28.3M | 688,725 | 48.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $19.8M | 225,350 | 34.2% |
| D R Horton Inc(DHI) | COM | 23331A109 | $9.3M | 338,713 | 16.0% |
| Facebook Inc(META) | CL A | 30303M102 | $130.5K | 1,134,683 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $114.9K | 144,969 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $85.9K | 741,485 | 0.1% |
| Priceline COM Inc | COM NEW | 741503403 | $40.9K | 27,931 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $35.1K | 538,010 | 0.1% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $25.5K | 2,500,944 | 0.0% |
| Radian Group Inc(RDN) | COM | 750236101 | $20.1K | 1,117,829 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $18.9K | 1,717,800 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $8.4K | 78,400 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $7.9K | 217,035 | 0.0% |
| Zillow Inc(ZG) | CL A | 98954M101 | $7.8K | 214,632 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $5.2K | 120,630 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $5.1K | 130,430 | 0.0% |
| Tesla Mtrs Inc(TSLA) | COM | 88160R101 | $4.4K | 20,817 | 0.0% |