Q3 2018 Holdings
Filed 2018-11-14 | 67 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Svmk Inc | COM | 78489X103 | $488.5K | 30,472,085 | 0.0% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $545.4K | 14,364,271 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $620.8K | 2,105,700 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $686.5K | 1,844,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $760.0K | 4,621,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $807.2K | 2,157,450 | 0.0% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $1.1M | 62,170,000 | 0.1% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $1.2M | 34,422,807 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $1.3M | 661,112 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $1.3M | 50,405,659 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.5M | 13,106,000 | 0.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $2.3M | 12,802,361 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.4M | 1,197,150 | 0.1% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $78.7M | 5,838,922 | 4.7% |
| Adobe SYS Inc(ADBE) | COM | 00724F101 | $141.2M | 523,000 | 8.5% |
| Autodesk Inc(ADSK) | COM | 052769106 | $361.8M | 2,317,523 | 21.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $1.1B | 6,471,010 | 63.9% |