Q1 2020 Holdings
Filed 2020-05-15 | 11 holdings | $100.9M | 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 | $61.3M | 315,000 | 60.7% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $36.0M | 1,900,000 | 35.7% |
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $3.4M | 100,000 | 3.4% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $50.8K | 1,820,000 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $43.6K | 175,000 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $37.5K | 185,000 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $28.9K | 540,000 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $22.2K | 280,000 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $18.4K | 540,000 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $18.2K | 450,000 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $13.1K | 2,500,000 | 0.0% |