Q1 2019 Holdings
Filed 2019-05-15 | 74 holdings | $350.0K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2019-06-11) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Western Digital Corp(WDC) | COM | 958102105 | $33.6K | 700,000 | 9.6% |
| Facebook Inc(META) | CL A | 30303M102 | $25.0K | 150,000 | 7.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $24.0K | 600,000 | 6.9% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $23.0K | 265,000 | 6.6% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $18.6K | 1,250,000 | 5.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $17.7K | 15,000 | 5.0% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $16.9K | 850,000 | 4.8% |
| Advanced Micro Devices Inc(AMD)A | COM | 007903107 | $16.6K | 650,000 | 4.7% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $13.9K | 350,000 | 4.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $13.6K | 165,000 | 3.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $12.5K | 35,000 | 3.6% |
| Snap on Inc(SNA) | COM | 833034101 | $12.1K | 1,100,000 | 3.5% |
| Snap Inc(SNAP)A | CL A | 83304A106 | $12.1K | 1,100,000 | 3.5% |
| Western Digital Corp(WDC)Call | COM | 958102105 | $11.0K | 500,000 | 3.1% |
| Lattice Semiconductor Corp(LSCC) | COM | 518415104 | $10.7K | 899,599 | 3.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $10.7K | 6,000 | 3.1% |
| Micron Solutions Inc | COM | 59511X105 | $10.3K | 250,000 | 3.0% |
| Micron Technology Inc(MU)A | COM | 595112103 | $10.3K | 250,000 | 3.0% |
| Qualcomm Inc(QCOM)Call | COM | 747525103 | $10.0K | 250,000 | 2.9% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $9.5K | 75,000 | 2.7% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $9.0K | 275,000 | 2.6% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $7.7K | 1,450,000 | 2.2% |
| CBS Corp New(CBS/AEUR) | CL A | 124857103 | $7.1K | 150,000 | 2.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $7.1K | 45,000 | 2.0% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $6.0K | 125,000 | 1.7% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $5.7K | 100,000 | 1.6% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $3.9K | 50,000 | 1.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $3.8K | 12,500 | 1.1% |
| Chegg Inc(CHGG)A | COM | 163092109 | $2.9K | 75,000 | 0.8% |
| Autodesk Inc(ADSK)A | COM | 052769106 | $2.3K | 15,000 | 0.7% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $1.7K | 25,000 | 0.5% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $1.1K | 10,000 | 0.3% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $999 | 12,500 | 0.3% |
| Levi Strauss & Co New(LEVI) | CL A COM STK | 52736R102 | $471 | 20,000 | 0.1% |
| Ceridian HCM Hldg Inc(DAY) | COM | 15677J108 | $256 | 5,000 | 0.1% |
| UP Fintech Hldg LTD(TIGR) | SPONSORED ADS | 91531W106 | $130 | 10,000 | 0.0% |
| Precision Biosciences Inc | COM | 74019P108 | $18 | 1,000 | 0.0% |
| Futu Hldgs LTD(FUTU) | SPONSORED ADS | 36118L106 | $9 | 500 | 0.0% |