Q2 2019 Holdings
Filed 2019-08-14 | 20 holdings | $95.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $48.2M | 295,905 | 50.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $46.6M | 275,291 | 49.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $59.5K | 1,525,911 | 0.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $47.8K | 644,253 | 0.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $44.5K | 1,183,704 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $38.3K | 198,680 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $36.6K | 1,101,767 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $34.0K | 468,365 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $21.9K | 193,069 | 0.0% |
| Arco Platform LTD | COM CL A | G04553106 | $20.4K | 465,540 | 0.0% |