Q2 2019 Holdings
Filed 2019-08-14 | 110 holdings | $677.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $186.4K | 98,453 | 0.0% |
| Invesco QQQ TR(QQQ)Put | UNIT SER 1 | 46090E103 | $202.4K | 1,084,000 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $221.0K | 607,004 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $323.0K | 879,402 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $367.3K | 2,420,580 | 0.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $54.5M | 334,464 | 8.0% |
| Centene Corp del(CNC) | COM | 15135B101 | $98.9M | 1,886,472 | 14.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $177.9M | 1,049,936 | 26.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $342.4M | 1,162,070 | 50.5% |