Q4 2019 Holdings
Filed 2020-02-13 | 5 holdings | $249.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $99.7K | 2,479,380 | 40.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $59.0K | 640,785 | 23.6% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $38.6K | 4,555,236 | 15.5% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $29.2K | 117,338 | 11.7% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $23.0K | 653,883 | 9.2% |