Q4 2016 Holdings
Filed 2017-02-14 | 12 holdings | $300.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $40.4K | 650,000 | 13.5% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $37.3K | 870,000 | 12.4% |
| Facebook Inc(META) | CL A | 30303M102 | $34.5K | 300,000 | 11.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $33.2K | 43,000 | 11.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $32.2K | 43,000 | 10.7% |
| Servicenow Inc(NOW) | COM | 81762P102 | $31.0K | 417,000 | 10.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $28.1K | 225,000 | 9.4% |
| Workday Inc(WDAY) | CL A | 98138H101 | $24.8K | 375,000 | 8.3% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $14.5K | 77,000 | 4.8% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $9.5K | 340,000 | 3.2% |
| ZTO Express Cayman Inc(ZTO) | SPONSORED ADR | 98980A105 | $8.4K | 700,000 | 2.8% |
| Nimble Storage Inc | COM | 65440R101 | $5.9K | 750,000 | 2.0% |