Q1 2019 Holdings
Filed 2019-05-15 | 18 holdings | $30.6M | 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 | $17.6M | 96,395 | 57.5% |
| Criteo S A(CRTO) | SPONS ADS | 226718104 | $9.5M | 475,277 | 31.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $3.2M | 12,075 | 10.5% |
| Facebook Inc(META) | CL A | 30303M102 | $64.8K | 388,713 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $44.5K | 377,195 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $44.5K | 37,789 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $30.0K | 911,010 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $23.4K | 123,075 | 0.1% |
| CVS Health Corp(CVS) | COM | 126650100 | $21.4K | 397,430 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $12.6K | 151,340 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $11.0K | 176,965 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $10.6K | 6,096 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $6.3K | 60,600 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $4.6K | 25,422 | 0.0% |
| Ctrip COM Intl LTD(CTRPUSD) | SPONSORED ADS | 22943F100 | $3.7K | 84,440 | 0.0% |
| Humana Inc(HUM) | COM | 444859102 | $2.3K | 8,800 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $2.1K | 20,700 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $2.0K | 12,200 | 0.0% |