Q2 2018 Holdings
Filed 2018-08-14 | 24 holdings | $77.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $38.8M | 295,905 | 50.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $38.1M | 205,299 | 49.3% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $39.5K | 474,524 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $38.6K | 198,680 | 0.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $38.5K | 644,253 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $35.0K | 337,033 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $31.6K | 124,771 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $31.3K | 1,126,542 | 0.0% |
| Broadcom Inc(AVGO) | SHS | 11135F101 | $30.3K | 124,926 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $25.6K | 702,391 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $17.4K | 1,333,019 | 0.0% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $16.5K | 1,519,502 | 0.0% |