Q2 2019 Holdings
Filed 2019-08-14 | 13 holdings | $169.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $27.5M | 827,945 | 16.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $22.9M | 135,415 | 13.6% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $18.0M | 2,941,273 | 10.7% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $16.8M | 365,618 | 10.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.1M | 8,500 | 9.5% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $14.0M | 572,880 | 8.3% |
| WIX COM LTD(WIX) | SHS | M98068105 | $12.1M | 85,275 | 7.2% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $9.5M | 105,914 | 5.6% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $8.3M | 218,579 | 4.9% |
| YY Inc | SPONSORED ADS A | 98426T106 | $8.1M | 115,898 | 4.8% |
| GDS Hldgs LTD(GDS)Call | SPONSORED ADS | 36165L108 | $7.2M | 1,000,000 | 4.3% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $4.5M | 120,750 | 2.7% |
| Yandex N V(NBIS)Call | SHS CLASS A | N97284108 | $3.9M | 2,000,000 | 2.3% |