Q1 2019 Holdings
Filed 2019-05-14 | 22 holdings | $83.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $46.1M | 295,905 | 55.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $37.5M | 205,299 | 44.7% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $60.5K | 582,327 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $45.5K | 1,525,911 | 0.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $44.5K | 644,253 | 0.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $42.2K | 1,183,704 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $33.1K | 198,680 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $22.1K | 534,136 | 0.0% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $20.3K | 249,542 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $20.1K | 708,003 | 0.0% |
| Arco Platform LTD | COM CL A | G04553106 | $14.0K | 434,895 | 0.0% |