Q1 2017 Holdings
Filed 2017-05-15 | 20 holdings | $81.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $32.2M | 299,010 | 39.5% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $26.1M | 522,895 | 32.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $14.3M | 109,600 | 17.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $8.6M | 257,193 | 10.5% |
| Facebook Inc(META) | CL A | 30303M102 | $124.3K | 875,273 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $101.9K | 120,139 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $78.9K | 549,150 | 0.1% |
| Priceline GRP Inc | COM NEW | 741503403 | $55.0K | 30,926 | 0.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $28.0K | 2,101,760 | 0.0% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $19.7K | 1,948,664 | 0.0% |
| Radian Group Inc(RDN) | COM | 750236101 | $17.1K | 954,799 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $16.7K | 153,435 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $8.3K | 169,560 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $8.2K | 142,622 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $7.3K | 214,632 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $6.2K | 183,685 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $5.6K | 130,430 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $5.4K | 19,337 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $4.7K | 91,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.8K | 4,260 | 0.0% |