Q2 2019 Holdings
Filed 2019-08-14 | 15 holdings | $316.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $27.9K | 243,630 | 8.8% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $27.4K | 200,822 | 8.6% |
| Svmk Inc | COM | 78489X103 | $27.2K | 1,644,588 | 8.6% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $25.8K | 348,094 | 8.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.6K | 13,501 | 8.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $25.4K | 511,920 | 8.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $25.4K | 547,599 | 8.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $24.3K | 696,496 | 7.7% |
| Etsy Inc(ETSY) | COM | 29786A106 | $21.4K | 349,461 | 6.8% |
| Azul S A | SPONSR ADR PFD | 05501U106 | $20.7K | 617,711 | 6.5% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $19.8K | 409,640 | 6.3% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $13.9K | 859,614 | 4.4% |
| Waitr Hldgs Inc | COM | 930752100 | $12.6K | 1,995,300 | 4.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $11.3K | 415,831 | 3.6% |
| Arco Platform LTD | COM CL A | G04553106 | $8.1K | 185,243 | 2.6% |