Q3 2020 Holdings
Filed 2020-11-16 | 20 holdings | $37.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $36.8M | 1,416,484 | 98.7% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $128.6K | 834,665 | 0.3% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $86.2K | 1,053,354 | 0.2% |
| Square Inc(XYZ) | CL A | 852234103 | $74.8K | 459,988 | 0.2% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $74.4K | 1,964,269 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $53.1K | 106,097 | 0.1% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $47.1K | 411,765 | 0.1% |
| Arco Platform LTD | COM CL A | G04553106 | $31.4K | 769,850 | 0.1% |