Q1 2020 Holdings
Filed 2020-05-14 | 9 holdings | $2.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| XP, Inc(XP) | CL A | G98239109 | $1.2M | 61,662,162 | 51.4% |
| 58.com Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $348.3K | 7,150,000 | 15.1% |
| Arco Platform Limited | COM CL A | G04553106 | $232.6K | 5,503,203 | 10.1% |
| Uber(UBER) | COM | 90353T100 | $201.1K | 7,203,405 | 8.7% |
| Crowdstrike Holdings(CRWD) | CL A | 22788C105 | $159.9K | 2,872,090 | 6.9% |
| Science Applications International Corp.(SAIC) | COM | 808625107 | $151.7K | 2,032,200 | 6.6% |
| Fang Holdings | ADR NEW | 30711Y201 | $15.0K | 11,106,442 | 0.6% |
| China Index Holdings | SPNSRD ADS A | 16954W101 | $13.8K | 10,122,769 | 0.6% |
| Futu Hldgs LTD(FUTU) | SPON ADS CL A | 36118L106 | $521 | 55,000 | 0.0% |