Q1 2017 Holdings
Filed 2017-05-15 | 14 holdings | $384.9K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2017-08-14) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shopify Inc(SHOP) | CL A | 82509L107 | $69.1K | 1,015,000 | 18.0% |
| Facebook Inc(META) | CL A | 30303M102 | $42.6K | 300,000 | 11.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $38.1K | 43,000 | 9.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $31.9K | 485,000 | 8.3% |
| Workday Inc(WDAY) | CL A | 98138H101 | $31.2K | 375,000 | 8.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $30.6K | 350,000 | 8.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $29.7K | 35,750 | 7.7% |
| Snap Inc(SNAP)A | CL A | 83304A106 | $27.9K | 1,240,104 | 7.3% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $25.4K | 225,000 | 6.6% |
| Five9 Inc(FIVN) | COM | 338307101 | $18.7K | 1,136,238 | 4.9% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $12.0K | 340,000 | 3.1% |
| Symantec Corp | COM | 871503108 | $10.0K | 325,000 | 2.6% |
| Nimble Storage Inc | COM | 65440R101 | $9.4K | 750,000 | 2.4% |
| Zendesk Inc | COM | 98936J101 | $8.3K | 294,212 | 2.1% |