Q3 2019 Holdings
Filed 2019-11-12 | 18 holdings | $21.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Holdings ADR(BABA) | SPONSORED ADR | 01609W102 | $11.2M | 67,200 | 53.3% |
| Chegg Inc(CHGG) | COM | 163092109 | $9.7M | 323,000 | 45.9% |
| Amazon.com Inc CMN(AMZN) | COM | 023135106 | $25.0K | 14,415 | 0.1% |
| Celgene Corporation CMN(CELG) | COM | 151020104 | $24.7K | 248,250 | 0.1% |
| Equinix Inc CMN | COM | 29444U502 | $11.3K | 19,600 | 0.1% |
| American Tower Corporation CMN(AMT) | COM | 03027X100 | $10.9K | 49,150 | 0.1% |
| Charter Communication | COM | 16117M305 | $10.2K | 24,700 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $9.8K | 5,000 | 0.0% |
| Carvana Co(CVNA) | COM | 146869102 | $8.3K | 125,000 | 0.0% |
| Facebook, Inc.(META) | COM | 30303M102 | $8.0K | 45,000 | 0.0% |
| Alphabet Inc Class A | COM | 38259P508 | $7.8K | 6,400 | 0.0% |
| Zillow Group Inc(Z) | COM | 98954M200 | $7.0K | 234,000 | 0.0% |
| Visa Inc. CMN Class A(V) | COM | 92826C839 | $6.9K | 40,000 | 0.0% |
| Accerlerate Diagnostics, Inc | COM | 00430H102 | $6.5K | 348,805 | 0.0% |
| Grubhub Inc. | COM | 400110102 | $6.2K | 109,500 | 0.0% |
| Stars Group Inc | COM | 85570W100 | $6.0K | 403,000 | 0.0% |
| Jd.com, Inc.(JD) | COM | 47215P106 | $4.0K | 141,500 | 0.0% |
| Zillow Group Inc(ZG) | COM | 98954M101 | $3.8K | 130,000 | 0.0% |