Q2 2017 Holdings
Filed 2017-08-14 | 13 holdings | $394.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shopify Inc(SHOP) | CL A | 82509L107 | $59.5K | 685,000 | 15.1% |
| Facebook Inc(META) | CL A | 30303M102 | $45.3K | 300,000 | 11.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $41.6K | 43,000 | 10.6% |
| Servicenow Inc(NOW) | COM | 81762P102 | $37.1K | 350,000 | 9.4% |
| Workday Inc(WDAY) | CL A | 98138H101 | $36.4K | 375,000 | 9.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $33.9K | 37,264 | 8.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $33.4K | 485,000 | 8.5% |
| Symantec Corp | COM | 871503108 | $31.8K | 1,125,000 | 8.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $22.0K | 1,240,104 | 5.6% |
| Intuit(INTU) | COM | 461202103 | $20.7K | 156,000 | 5.3% |
| Five9 Inc(FIVN) | COM | 338307101 | $15.6K | 725,000 | 4.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $15.0K | 340,000 | 3.8% |
| Okta Inc(OKTA) | CL A | 679295105 | $1.7K | 75,000 | 0.4% |