Q4 2018 Holdings
Filed 2019-02-14 | 16 holdings | $128.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $100.6M | 6,893,864 | 78.3% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $27.0M | 1,631,384 | 21.0% |
| Vmware Inc(VMWEUR) | CL A COM | 928563402 | $206.4K | 1,505,122 | 0.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $109.3K | 613,642 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $94.3K | 1,107,665 | 0.1% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $68.7K | 572,284 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $60.1K | 319,000 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $57.5K | 985,296 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADR | 64110W102 | $47.8K | 203,000 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $47.3K | 354,000 | 0.0% |
| Mellanox Technologies LTD | SHS | M51363113 | $38.0K | 411,142 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $36.4K | 407,200 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $33.0K | 1,043,653 | 0.0% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $23.2K | 890,711 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $19.5K | 1,721,893 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $14.4K | 933,355 | 0.0% |