Q4 2022 Holdings
Filed 2023-02-14 | 7 holdings | $67.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADS A | 98980A105 | $23.0M | 855,691 | 34.1% |
| Avis Budget Group(CAR) | COM | 053774105 | $12.9M | 78,794 | 19.2% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $8.1M | 334,029 | 12.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $8.1M | 118,700 | 11.9% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $7.0M | 135,914 | 10.4% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $6.1M | 75,000 | 9.1% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $2.2M | 196,719 | 3.3% |