Q1 2014 Holdings
Filed 2014-05-14 | 13 holdings | $878.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COM | 023135106 | $150.8K | 448,325 | 17.2% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $104.1K | 1,149,542 | 11.9% |
| Monster Beverage Corp | COM | 611740101 | $91.2K | 1,313,832 | 10.4% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $78.3K | 1,048,699 | 8.9% |
| Pandora Media Inc | COM | 698354107 | $72.6K | 2,393,234 | 8.3% |
| Autohome Inc(ATHM) | ADR | 05278C107 | $72.3K | 1,882,351 | 8.2% |
| Yelp Inc(YELP) | CL A | 985817105 | $71.0K | 922,400 | 8.1% |
| Google Inc | CL A | 38259P508 | $58.4K | 52,400 | 6.7% |
| Vipshop Holdings LTD(VIPS) | Sponsored ADR | 92763W103 | $51.5K | 345,000 | 5.9% |
| Manchester United PLC(MANU) | ORD CL A | G5784H106 | $44.9K | 2,604,300 | 5.1% |
| Twenty-First Century FOX | CL A | 90130A101 | $32.0K | 1,000,000 | 3.6% |
| Tumi Holdings Inc | COM | 89969Q104 | $30.6K | 1,352,273 | 3.5% |
| Sina Corp | ORD | G81477104 | $20.3K | 335,500 | 2.3% |