Q4 2019 Holdings
Filed 2020-02-14 | 6 holdings | $187.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $59.8K | 650,000 | 31.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $46.8K | 312,806 | 25.0% |
| Melco Resorts and Entmt LTD(MLCO) | ADR | 585464100 | $33.8K | 1,400,000 | 18.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $18.6K | 99,056 | 9.9% |
| Grubhub Inc | COM | 400110102 | $17.0K | 350,000 | 9.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $11.3K | 40,000 | 6.0% |