Q3 2023 Holdings
Filed 2023-11-14 | 8 holdings | $103.4M | 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 | $19.5M | 808,391 | 18.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $14.8M | 49,386 | 14.3% |
| Five9 Inc(FIVN) | COM | 338307101 | $14.4M | 223,907 | 13.9% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $13.1M | 120,921 | 12.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.6M | 99,300 | 12.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $12.6M | 9,921 | 12.2% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $9.2M | 314,050 | 8.9% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $7.1M | 154,200 | 6.9% |