Q2 2019 Holdings
Filed 2019-08-13 | 5 holdings | $170.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $47.4K | 756,885 | 27.8% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $46.3K | 212,639 | 27.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $43.8K | 1,317,375 | 25.6% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $17.0K | 559,683 | 9.9% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $16.3K | 1,254,426 | 9.6% |