Q1 2021 Holdings
Filed 2021-05-12 | 9 holdings | $19.0M | 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 | $17.3M | 76,122 | 90.7% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $1.7M | 2,705 | 8.8% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $25.2K | 167,707 | 0.1% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $21.8K | 37,113 | 0.1% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $16.2K | 159,325 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $12.4K | 5,995 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.8K | 37,035 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $7.7K | 21,685 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $7.2K | 3,490 | 0.0% |