Q3 2019 Holdings
Filed 2019-11-13 | 5 holdings | $153.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $44.1K | 1,423,426 | 28.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $39.9K | 605,005 | 26.1% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $29.6K | 4,175,404 | 19.3% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $22.6K | 103,814 | 14.8% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $16.9K | 600,383 | 11.1% |