Q2 2014 Holdings
Filed 2014-08-14 | 11 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $189.4K | 583,225 | 17.5% |
| Yelp Inc(YELP) | CL A | 985817105 | $186.4K | 2,430,254 | 17.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $108.6K | 246,410 | 10.0% |
| Monster Beverage Corp | COM | 611740101 | $105.4K | 1,484,550 | 9.7% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $103.2K | 1,404,599 | 9.5% |
| Pandora Media Inc | COM | 698354107 | $88.6K | 3,002,234 | 8.2% |
| Kate Spade & Co | COM | 485865109 | $83.7K | 2,193,311 | 7.7% |
| Autohome Inc(ATHM) | SP ADR RP CL A | 05278C107 | $60.3K | 1,751,823 | 5.6% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $56.5K | 520,174 | 5.2% |
| Manchester UTD PLC New(MANU) | ORD CL A | G5784H106 | $53.4K | 3,060,052 | 4.9% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $46.2K | 556,605 | 4.3% |