Q3 2019 Holdings
Filed 2019-10-31 | 10 holdings | $108.0M | 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 | $67.5M | 163,692 | 62.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $40.2M | 240,141 | 37.2% |
| Square Inc(XYZ) | CL A | 852234103 | $101.6K | 1,640,230 | 0.1% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $82.6K | 1,156,680 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $66.8K | 480,206 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $66.6K | 709,388 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $21.0K | 454,507 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $16.4K | 531,134 | 0.0% |
| Zoom Video Communications in(ZM) | CL A | 98980L101 | $8.9K | 116,325 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $1.2K | 51,597 | 0.0% |