Q4 2019 Holdings
Filed 2020-02-13 | 8 holdings | $3.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| XP, Inc(XP) | CL A | G98239109 | $2.4M | 61,036,126 | 63.1% |
| 58.com Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $462.8K | 7,150,000 | 12.4% |
| Science Applications International Corp.(SAIC) | COM | 808625107 | $350.9K | 4,032,200 | 9.4% |
| Arco Platform Limited | COM CL A | G04553106 | $243.2K | 5,503,203 | 6.5% |
| Uber(UBER) | COM | 90353T100 | $214.2K | 7,203,405 | 5.8% |
| China Index Holdings | SPNSRD ADS A | 16954W101 | $36.8K | 10,122,769 | 1.0% |
| Crowdstrike Holdings(CRWD) | CL A | 22788C105 | $32.4K | 650,000 | 0.9% |
| Fang Holdings | ADR | 30711Y201 | $31.8K | 11,106,442 | 0.9% |