Q3 2018 Holdings
Filed 2018-11-08 | 9 holdings | $252.9K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2019-09-09) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $70.9K | 1,224,634 | 28.0% |
| Square Inc(XYZ) | CL A | 852234103 | $41.5K | 418,905 | 16.4% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $37.6K | 18,973 | 14.9% |
| Charter Communications Inc N(CHTR)A | CL A | 16119P108 | $35.1K | 107,727 | 13.9% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $29.9K | 359,618 | 11.8% |
| Grifols S A(GRFS) | SP ADR REP B NVT | 398438408 | $22.2K | 1,041,107 | 8.8% |
| Michael Kors Hldgs LTD | SHS | G60754101 | $11.0K | 160,000 | 4.3% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $6.8K | 173,920 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $4.3K | 24,000 | 1.7% |
| Veritone Inc(VERI) | COM | 92347M100 | $1.3K | 124,434 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $307 | 16,676 | 0.1% |