Q1 2018 Holdings
Filed 2018-05-15 | 24 holdings | $75.1M | 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 | $37.7M | 205,299 | 50.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $37.2M | 295,905 | 49.5% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $39.3K | 644,253 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $38.2K | 239,004 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $36.0K | 474,524 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $29.6K | 322,033 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $28.4K | 141,221 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $27.2K | 708,651 | 0.0% |
| Broadcom LTD(AVGO) | SHS | Y09827109 | $26.9K | 113,986 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $25.3K | 1,519,502 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $24.0K | 702,391 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $23.3K | 22,498 | 0.0% |