Q1 2019 Holdings
Filed 2019-05-15 | 19 holdings | $35.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $17.9M | 67,318 | 51.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $17.0M | 93,295 | 48.4% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $22.8K | 330,128 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $21.9K | 18,705 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $17.7K | 443,484 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $16.0K | 169,689 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $14.2K | 89,855 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.1K | 6,822 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $10.1K | 354,560 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.9K | 84,164 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $8.8K | 96,400 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $8.6K | 285,400 | 0.0% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $8.5K | 349,658 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $7.9K | 190,600 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $7.3K | 80,296 | 0.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $6.4K | 263,065 | 0.0% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $5.8K | 19,724 | 0.0% |
| Rapid7 Inc(RPD) | COM | 753422104 | $3.5K | 69,700 | 0.0% |
| Vonage Hldgs CorpPut | COM | 92886T201 | $803 | 80,000 | 0.0% |