Q4 2017 Holdings
Filed 2018-02-14 | 20 holdings | $91.9M | 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 | $38.3M | 222,145 | 41.7% |
| Blackline Inc(BL) | COM | 09239B109 | $29.6M | 901,481 | 32.2% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $23.5M | 565,343 | 25.5% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $66.4K | 1,602,805 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $64.9K | 497,977 | 0.1% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $64.5K | 901,368 | 0.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $52.4K | 2,221,285 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $48.9K | 276,890 | 0.1% |
| Mulesoft Inc | CL A | 625207105 | $48.2K | 2,073,737 | 0.1% |
| Etsy Inc(ETSY) | COM | 29786A106 | $40.9K | 2,000,000 | 0.0% |
| Redfin Corp(RDFN) | COM | 75737F108 | $30.3K | 966,183 | 0.0% |
| Sendgrid Inc | COM | 816883102 | $25.3K | 1,057,290 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $20.2K | 105,260 | 0.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $19.0K | 637,868 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $18.1K | 1,250,000 | 0.0% |
| Rise ED Cayman LTD | SPONSORED ADR | 76761L102 | $7.8K | 525,000 | 0.0% |
| Ppdai Group Inc | SPONSORED ADR | 69354V108 | $6.2K | 865,200 | 0.0% |
| Lexinfintech Hldgs LTD(LX) | ADR | 528877103 | $3.5K | 250,000 | 0.0% |
| Jianpu Technology Inc | ADR | 47738D101 | $1.3K | 200,000 | 0.0% |
| Ellie MAE Inc | COM | 28849P100 | $1.3K | 14,000 | 0.0% |