Q2 2018 Holdings
Filed 2018-08-14 | 22 holdings | $64.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $40.9M | 2,729,273 | 63.8% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $21.0M | 1,500,000 | 32.7% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $410.9K | 3,760,529 | 0.6% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $361.8K | 2,462,061 | 0.6% |
| Momo Inc | ADR | 60879B107 | $230.9K | 5,309,180 | 0.4% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $191.7K | 1,139,655 | 0.3% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $161.3K | 3,692,720 | 0.3% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $147.8K | 1,511,517 | 0.2% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $98.3K | 316,841 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $89.2K | 228,000 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $84.1K | 1,542,994 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $79.3K | 334,613 | 0.1% |
| Ellie MAE Inc | COM | 28849P100 | $60.2K | 579,414 | 0.1% |
| Mellanox Technologies LTD | SHS | M51363113 | $59.7K | 708,423 | 0.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $52.1K | 737,536 | 0.1% |
| Groupon Inc | COM | 399473107 | $44.6K | 10,368,061 | 0.1% |
| Marvell Technology Group LTD(MRVL) | ORD | G5876H105 | $44.2K | 2,062,483 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $40.3K | 406,531 | 0.1% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $39.9K | 1,164,680 | 0.1% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $29.7K | 766,119 | 0.0% |
| Puxin LTD | ADS | 74704P108 | $13.4K | 628,384 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $4.1K | 125,000 | 0.0% |