Q3 2018 Holdings
Filed 2018-11-14 | 17 holdings | $42.7M | 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 | $18.7M | 113,785 | 43.9% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $13.1M | 568,957 | 30.6% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $10.5M | 38,825 | 24.6% |
| Facebook Inc(META) | CL A | 30303M102 | $81.9K | 497,758 | 0.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $72.0K | 59,629 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $63.4K | 554,500 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $45.6K | 201,815 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $41.2K | 1,445,935 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $34.2K | 121,645 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $16.4K | 8,251 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $11.9K | 134,930 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $10.9K | 153,300 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $5.4K | 74,025 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $3.3K | 89,630 | 0.0% |
| Zillow Inc(ZG) | CL A | 98954M101 | $2.5K | 56,252 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $2.2K | 353,180 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $2.0K | 45,155 | 0.0% |