Q2 2013 Holdings
Filed 2013-08-14 | 13 holdings | $671.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intel Corp(INTC)Put | COM | 458140100 | $136.9K | 5,650,000 | 20.4% |
| Ishares TR(TLT)Put | BARCLYS 20+ YR | 464287432 | $68.8K | 623,000 | 10.2% |
| Google Inc | CL A | 38259P508 | $66.5K | 75,589 | 9.9% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $65.6K | 114,270 | 9.8% |
| Yelp Inc(YELP) | CL A | 985817105 | $61.9K | 1,780,483 | 9.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $56.3K | 202,818 | 8.4% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $51.1K | 838,926 | 7.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $41.3K | 226,000 | 6.2% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $39.9K | 1,044,240 | 5.9% |
| International Business Machs(IBM)Put | COM | 459200101 | $39.2K | 205,000 | 5.8% |
| Mead Johnson Nutrition Co | COM | 582839106 | $29.4K | 370,850 | 4.4% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $14.1K | 431,800 | 2.1% |
| Bitauto Hldgs LTD(2663134D) | SPONSORED ADS | 091727107 | $393 | 35,852 | 0.1% |