Q3 2019 Holdings
Filed 2019-11-14 | 18 holdings | $16.0M | 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 | $9.8M | 58,669 | 61.2% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $6.1M | 430,300 | 37.9% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $18.5K | 234,960 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $16.0K | 114,792 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.5K | 8,358 | 0.1% |
| Madison Square Garden Co New(MSGS) | CL A | 55825T103 | $12.3K | 46,824 | 0.1% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $10.9K | 398,342 | 0.1% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $10.5K | 100,616 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $10.3K | 69,155 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.4K | 32,900 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.8K | 6,415 | 0.0% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $7.3K | 118,100 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $6.4K | 55,704 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $6.2K | 116,800 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $4.9K | 159,600 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $3.7K | 79,400 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $3.5K | 130,800 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $2.4K | 19,100 | 0.0% |