Q1 2018 Holdings
Filed 2018-05-09 | 18 holdings | $80.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $43.0M | 234,375 | 53.8% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $21.6M | 834,565 | 27.0% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $14.9M | 69,070 | 18.7% |
| Facebook Inc(META) | CL A | 30303M102 | $88.6K | 554,378 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $76.7K | 73,954 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $48.2K | 207,940 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $46.9K | 279,295 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $36.7K | 17,636 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $30.6K | 1,056,250 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $28.9K | 1,735,880 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $22.5K | 246,000 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $13.3K | 284,410 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $13.1K | 172,100 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $12.1K | 231,610 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $11.9K | 221,172 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.5K | 5,840 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $7.2K | 130,702 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $3.6K | 66,515 | 0.0% |