Q3 2017 Holdings
Filed 2017-11-14 | 16 holdings | $37.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $37.5M | 217,000 | 98.8% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $91.3K | 783,875 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $51.3K | 300,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $41.3K | 43,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $41.1K | 350,000 | 0.1% |
| Symantec Corp | COM | 871503108 | $36.9K | 1,125,000 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $36.1K | 485,000 | 0.1% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $21.5K | 340,000 | 0.1% |
| Stamps COM Inc(STMP) | COM NEW | 852857200 | $19.3K | 95,000 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $19.2K | 181,764 | 0.1% |
| Despegar COM Corp | ORD SHS | G27358103 | $19.1K | 595,339 | 0.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $19.0K | 1,305,208 | 0.1% |
| Symantec CorpCall | COM | 871503108 | $18.4K | 560,000 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $16.4K | 315,000 | 0.0% |
| Stamps COM Inc(STMP)Put | COM NEW | 852857200 | $10.1K | 50,000 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $2.1K | 75,000 | 0.0% |