Q1 2018 Holdings
Filed 2018-05-15 | 19 holdings | $95.2M | 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 | $72.7M | 396,000 | 76.4% |
| Bilibili Inc(BILI) | ADS REP SHS Z | 090040106 | $21.7M | 1,975,000 | 22.8% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $92.2K | 740,420 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $84.7K | 530,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $79.6K | 55,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $70.3K | 425,000 | 0.1% |
| Hubspot Inc(HUBS) | COM | 443573100 | $68.8K | 635,450 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $59.9K | 790,000 | 0.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $54.5K | 980,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $48.8K | 218,500 | 0.1% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $48.3K | 716,000 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $32.7K | 141,000 | 0.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $28.6K | 658,247 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $27.5K | 1,730,600 | 0.0% |
| TAL ED Group(TAL) | SPONSORED ADS | 874080104 | $25.6K | 690,000 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $17.1K | 547,300 | 0.0% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $15.6K | 500,000 | 0.0% |
| Fossil Group Inc(FOSL) | COM | 34988V106 | $8.3K | 650,000 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $3.5K | 99,361 | 0.0% |