Q2 2020 Holdings
Filed 2020-08-14 | 12 holdings | $141.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Sh ADR(BABA) | SPONSORED ADS | 01609W102 | $85.2M | 395,000 | 60.1% |
| Canada Goose Hldgs Inc(GOOS) | SHS SUB VTG | 135086106 | $34.8M | 1,500,000 | 24.5% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $21.5M | 850,000 | 15.2% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $57.5K | 195,000 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $42.5K | 214,992 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $31.9K | 1,025,000 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $27.1K | 450,000 | 0.0% |
| Jacobs Engr Group Inc(JECUSD) | COM | 469814107 | $23.7K | 280,000 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $22.7K | 108,000 | 0.0% |
| Yandex NV Shs(NBIS) | SHS CLASS A | N97284108 | $21.3K | 425,000 | 0.0% |
| Upwork Inc(UPWK) | COM | 91688F104 | $19.1K | 1,320,344 | 0.0% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $16.4K | 1,350,000 | 0.0% |