Q2 2019 Holdings
Filed 2019-08-14 | 28 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $717.6M | 4,235,000 | 53.8% |
| D R Horton Inc(DHI) | COM | 23331A109 | $328.6M | 7,617,690 | 24.6% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $109.4M | 6,725,000 | 8.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $104.4M | 354,200 | 7.8% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $68.6M | 1,959,974 | 5.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $928.6K | 2,528,000 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $682.7K | 22,540,000 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $527.8K | 3,780,000 | 0.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $502.9K | 5,145,000 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $423.6K | 2,195,000 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $275.9K | 7,150,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $275.0K | 254,000 | 0.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $238.8K | 2,355,000 | 0.0% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $230.5K | 3,900,000 | 0.0% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $204.3K | 1,270,000 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $200.7K | 1,635,800 | 0.0% |
| Ferrari N V(RACE) | COM | N3167Y103 | $196.9K | 1,220,000 | 0.0% |
| Owens Corning New(OC) | COM | 690742101 | $159.5K | 2,740,000 | 0.0% |
| Worldpay Inc(WP) | CL A | 981558109 | $144.6K | 1,180,000 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $132.9K | 365,000 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $130.6K | 957,800 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $125.9K | 66,500 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $89.8K | 724,400 | 0.0% |
| Linde PLC(LIN) | SHS | G5494J103 | $75.3K | 375,000 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $53.6K | 3,750,000 | 0.0% |
| Clarivate Analytics PLC(CLVT) | COM | G21810109 | $33.0K | 2,144,546 | 0.0% |
| Qutoutiao Inc | ADS REP SHS A | 74915J107 | $29.6K | 7,500,000 | 0.0% |
| Replay Acquisition Corp | UNIT 03/01/2024 | G75130123 | $25.1K | 2,500,000 | 0.0% |