Q2 2023 Holdings
Filed 2023-08-14 | 8 holdings | $86.3M | 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 | $19.0M | 757,091 | 22.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $17.3M | 210,107 | 20.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $13.9M | 11,721 | 16.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $13.0M | 45,286 | 15.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.7M | 66,600 | 10.1% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $5.4M | 203,850 | 6.3% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $4.9M | 114,200 | 5.7% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $4.1M | 111,282 | 4.7% |