Q4 2019 Holdings
Filed 2020-02-14 | 8 holdings | $174.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $41.4K | 450,000 | 23.7% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $41.2K | 656,000 | 23.6% |
| Medicines Co | COM | 584688105 | $27.3K | 321,000 | 15.6% |
| Clarivate Analytics PLC(CLVT) | COM | G21810109 | $21.4K | 1,275,000 | 12.3% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $15.9K | 396,000 | 9.1% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $11.3K | 286,000 | 6.4% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $9.5K | 200,000 | 5.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.7K | 3,650 | 3.9% |