Q2 2020 Holdings
Filed 2020-08-14 | 73 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Salesforce COM Inc(CRM) | COM | 79466L302 | $436.4K | 2,329,700 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $456.5K | 5,730,659 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $505.7K | 5,042,000 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $523.5K | 6,098,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $564.0K | 3,010,000 | 0.1% |
| Sunrun Inc(RUN) | COM | 86771W105 | $587.1K | 29,773,257 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $705.8K | 1,551,000 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $722.8K | 6,012,907 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $776.8K | 1,757,245 | 0.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $822.5K | 3,185,589 | 0.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $896.4K | 8,359,235 | 0.1% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $948.0K | 3,326,370 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.6M | 593,030 | 0.1% |
| Apollo Global Mgmt Inc(APOEUR) | COM CL A | 03768E105 | $1.7M | 33,913,500 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $2.0M | 8,750,500 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.2M | 11,011,151 | 0.2% |
| Agora Inc(API) | ADS | 00851L103 | $3.1M | 70,000 | 0.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $3.1M | 51,650,366 | 0.3% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $4.6M | 100,000 | 0.4% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $6.3M | 175,000 | 0.6% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $35.8M | 800,000 | 3.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $73.6M | 169,000 | 6.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $968.9M | 4,491,662 | 86.7% |