Q1 2019 Holdings
Filed 2019-05-15 | 69 holdings | $999.2M | 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 | $789.9M | 4,329,245 | 79.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $190.3M | 714,000 | 19.0% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $1.9M | 100,000 | 0.2% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $1.7M | 57,850,366 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.6M | 13,292,400 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $1.5M | 8,838,117 | 0.1% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $1.3M | 88,296,757 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.3M | 704,112 | 0.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $1.1M | 8,203,235 | 0.1% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $1.1M | 37,663,500 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $937.9K | 2,066,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $752.3K | 2,109,813 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $494.7K | 283,507 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $435.7K | 10,597,754 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $425.9K | 1,727,100 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $362.2K | 2,286,739 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $340.0K | 9,424,023 | 0.0% |
| Svmk Inc | COM | 78489X103 | $335.9K | 18,446,551 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $319.8K | 13,598,500 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $316.1K | 1,224,850 | 0.0% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $269.6K | 14,064,271 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $261.3K | 18,583,400 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $229.7K | 2,702,000 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $212.0K | 2,353,600 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $197.8K | 389,500 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $197.1K | 799,600 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $181.3K | 12,169,985 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $146.1K | 1,355,266 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $135.6K | 1,050,000 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $129.5K | 549,932 | 0.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $119.0K | 2,050,000 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $95.5K | 4,730,000 | 0.0% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $93.7K | 5,177,517 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $58.9K | 738,000 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $56.2K | 500,000 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $51.6K | 793,124 | 0.0% |
| Redfin Corp(RDFN) | COM | 75737F108 | $37.5K | 1,851,098 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $34.2K | 232,300 | 0.0% |
| Uxin LTD | ADS | 91818X108 | $28.2K | 7,430,207 | 0.0% |
| Pivotal Software Inc | COM CL A | 72582H107 | $27.1K | 1,300,000 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $27.0K | 1,088,000 | 0.0% |
| Barclays BK PLC | IPATH B SHRT TRM | 06746P621 | $25.8K | 881,575 | 0.0% |
| Switch Inc | CL A | 87105L104 | $25.5K | 2,470,000 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $25.5K | 163,000 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $23.9K | 1,000,000 | 0.0% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $21.8K | 1,000,000 | 0.0% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $18.2K | 994,400 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $15.6K | 300,000 | 0.0% |
| Netshoes Cayman LTD | COM | G6455X107 | $14.8K | 8,865,903 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $14.5K | 70,000 | 0.0% |