Q2 2017 Holdings
Filed 2017-08-14 | 7 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Netflix, Inc.(NFLX) | Common | 64110L106 | $752.3K | 5,035,420 | 30.9% |
| Alarm.com Holdings, Inc.(ALRM) | Common | 011642105 | $628.7K | 17,116,451 | 25.8% |
| GoDaddy Inc.(GDDY) | Class A Common | 380237107 | $411.6K | 9,702,740 | 16.9% |
| Electronic Arts, Inc.(EA) | Common* | 285512109 | $297.6K | 2,815,232 | 12.2% |
| Facebook, Inc(META) | Common | 30303M102 | $141.3K | 935,997 | 5.8% |
| Rapid7, Inc.(RPD) | Common | 753422104 | $135.3K | 8,038,043 | 5.5% |
| K12 Inc. | Common | 48273U102 | $71.7K | 4,000,000 | 2.9% |