Q3 2019 Holdings
Filed 2019-11-14 | 18 holdings | $73.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $71.7M | 2,473,578 | 97.7% |
| Snap Inc(SNAP) | CL A | 83304A106 | $246.3K | 15,587,145 | 0.3% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $185.2K | 3,984,000 | 0.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $155.3K | 281,765 | 0.2% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $135.5K | 4,377,859 | 0.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $133.0K | 524,000 | 0.2% |
| Forescout Technologies Inc(FSCTEUR) | COM | 34553D101 | $126.8K | 3,345,094 | 0.2% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $119.5K | 2,050,104 | 0.2% |
| Outfront Media Inc | COM | 69007J106 | $96.9K | 3,489,299 | 0.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $79.7K | 724,665 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $77.1K | 1,245,460 | 0.1% |
| Interxion Holding N.v | SHS | N47279109 | $73.2K | 898,000 | 0.1% |
| Etsy Inc(ETSY) | COM | 29786A106 | $66.5K | 1,177,686 | 0.1% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $57.8K | 701,392 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $47.7K | 1,113,089 | 0.1% |
| Mattel Inc(MAT) | COM | 577081102 | $43.5K | 3,817,899 | 0.1% |
| New Relic Inc(NEWREUR) | COM | 64829B100 | $31.0K | 503,904 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $5.4K | 209,982 | 0.0% |