Q4 2018 Holdings
Filed 2019-02-14 | 17 holdings | $32.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $19.7M | 143,755 | 61.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $12.1M | 94,011 | 37.8% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $49.0K | 582,327 | 0.2% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $41.0K | 644,253 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $23.5K | 179,482 | 0.1% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $19.4K | 124,771 | 0.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADR | 36165L108 | $9.0K | 390,560 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $7.8K | 124,190 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $7.7K | 412,102 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $5.6K | 177,059 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $4.4K | 191,265 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $1.6K | 85,319 | 0.0% |