Q2 2020 Holdings
Filed 2020-08-14 | 8 holdings | $216.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $48.7K | 405,000 | 22.5% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $45.9K | 656,000 | 21.2% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $37.5K | 350,000 | 17.3% |
| Clarivate PLC(CLVT) | ORD SHS | G21810109 | $28.5K | 1,275,000 | 13.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $20.1K | 7,300 | 9.3% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $16.9K | 375,000 | 7.8% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $11.7K | 800,000 | 5.4% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $7.3K | 122,342 | 3.4% |