Q4 2017 Holdings
Filed 2018-02-14 | 18 holdings | $76.3M | 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 | $59.5M | 345,000 | 78.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $16.2M | 155,000 | 21.3% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $88.4K | 875,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $66.2K | 375,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $55.4K | 425,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $55.0K | 47,000 | 0.1% |
| Symantec Corp | COM | 871503108 | $44.4K | 1,583,000 | 0.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $43.5K | 850,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $39.0K | 530,000 | 0.1% |
| Mimecast LTD | ORD SHS | G14838109 | $30.6K | 1,068,137 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $25.3K | 400,000 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $24.3K | 340,000 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $19.5K | 658,247 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $19.1K | 1,305,208 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $18.5K | 181,764 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $16.4K | 595,339 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $14.5K | 75,000 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $1.9K | 75,000 | 0.0% |