Q2 2019 Holdings
Filed 2019-08-14 | 74 holdings | $991.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Svmk Inc | COM | 78489X103 | $224.3K | 13,584,284 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $227.3K | 2,353,600 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $238.3K | 389,500 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $240.6K | 2,702,000 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $309.1K | 6,664,323 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $345.1K | 3,003,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $347.0K | 2,286,739 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $359.1K | 9,424,023 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $410.3K | 21,868,400 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $451.7K | 13,598,500 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $485.1K | 1,727,100 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $608.4K | 4,161,135 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $788.6K | 2,146,813 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $999.5K | 2,066,000 | 0.1% |
| Apollo Global Mgmt LLC | CL A SHS | 037612306 | $1.3M | 37,663,500 | 0.1% |
| Fiat Chrysler Automobiles N | SHS | N31738102 | $1.3M | 94,248,728 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.3M | 704,112 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $1.6M | 52,850,366 | 0.2% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $1.6M | 100,000 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $1.7M | 8,975,100 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.0M | 15,280,500 | 0.2% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $28.0M | 800,000 | 2.8% |
| Adobe Inc(ADBE) | COM | 00724F101 | $210.4M | 714,000 | 21.2% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $733.6M | 4,329,245 | 74.0% |