Q4 2019 Holdings
Filed 2020-02-14 | 15 holdings | $363.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $45.3K | 985,256 | 12.4% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $40.7K | 1,270,324 | 11.2% |
| WW Intl Inc(WW6) | COM | 98262P101 | $30.5K | 799,484 | 8.4% |
| Azul S A | SPONSR ADR PFD | 05501U106 | $27.7K | 646,311 | 7.6% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $26.8K | 557,354 | 7.4% |
| Svmk Inc | COM | 78489X103 | $26.5K | 1,483,488 | 7.3% |
| Etsy Inc(ETSY) | COM | 29786A106 | $26.3K | 592,961 | 7.2% |
| Docusign Inc(DOCU) | COM | 256163106 | $25.6K | 345,873 | 7.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $24.6K | 250,722 | 6.8% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $23.7K | 1,269,145 | 6.5% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $22.0K | 490,459 | 6.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $19.5K | 180,496 | 5.4% |
| Arco Platform LTD | COM CL A | G04553106 | $13.9K | 313,701 | 3.8% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $9.6K | 321,487 | 2.6% |
| XP Inc(XP) | CL A | G98239109 | $963 | 25,000 | 0.3% |