Q2 2016 Holdings
Filed 2016-08-15 | 14 holdings | $323.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $34.6K | 50,000 | 10.7% |
| Linkedin Corp | COM CL A | 53578A108 | $33.1K | 175,000 | 10.2% |
| Facebook Inc(META) | CL A | 30303M102 | $31.4K | 275,000 | 9.7% |
| Workday Inc(WDAY) | CL A | 98138H101 | $29.9K | 400,000 | 9.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $28.6K | 40,000 | 8.9% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $27.6K | 225,000 | 8.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $23.0K | 450,000 | 7.1% |
| Square Inc(XYZ) | CL A | 852234103 | $22.6K | 2,500,000 | 7.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $21.6K | 325,000 | 6.7% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $20.7K | 450,000 | 6.4% |
| Verisign Inc(VRSN) | COM | 92343E102 | $17.3K | 200,000 | 5.3% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $15.9K | 750,000 | 4.9% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $11.0K | 50,100 | 3.4% |
| Nimble Storage Inc | COM | 65440R101 | $6.0K | 750,000 | 1.8% |