Q2 2019 Holdings
Filed 2019-08-08 | 11 holdings | $74.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $48.6M | 122,973 | 65.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $25.1M | 148,184 | 33.9% |
| Square Inc(XYZ) | CL A | 852234103 | $80.4K | 1,108,508 | 0.1% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $70.1K | 1,041,364 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $55.0K | 655,420 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $35.9K | 97,657 | 0.0% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $18.8K | 500,121 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $11.7K | 396,059 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $5.7K | 146,701 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $3.4K | 101,499 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $3.1K | 18,523 | 0.0% |