Q1 2020 Holdings
Filed 2020-05-14 | 5 holdings | $282.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $127.4K | 2,874,828 | 45.1% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $67.3K | 375,667 | 23.8% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $36.3K | 896,067 | 12.8% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $32.1K | 6,123,203 | 11.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $19.5K | 354,621 | 6.9% |