Q4 2019 Holdings
Filed 2020-02-14 | 9 holdings | $102.1M | 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 | $101.8M | 480,000 | 99.7% |
| Wayfair Inc(W) | CL A | 94419L101 | $74.3K | 822,638 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $54.7K | 1,840,000 | 0.1% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $53.9K | 600,000 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $51.4K | 175,000 | 0.1% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $27.1K | 3,205,356 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $25.2K | 580,000 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $24.3K | 690,000 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $21.9K | 493,586 | 0.0% |