Q2 2020 Holdings
Filed 2020-08-13 | 6 holdings | $446.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $132.9K | 410,958 | 29.8% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $112.7K | 1,050,664 | 25.2% |
| Square Inc(XYZ) | CL A | 852234103 | $85.5K | 815,152 | 19.2% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $50.8K | 844,108 | 11.4% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $37.2K | 3,062,583 | 8.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $27.3K | 227,057 | 6.1% |