Q1 2020 Holdings
Filed 2020-05-14 | 21 holdings | $28.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $28.5M | 1,212,492 | 98.8% |
| WW Intl Inc(WW6) | COM | 98262P101 | $36.3K | 2,144,332 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $32.8K | 1,174,587 | 0.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $26.9K | 746,846 | 0.1% |
| Svmk Inc | COM | 78489X103 | $25.6K | 1,896,653 | 0.1% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $22.5K | 540,934 | 0.1% |
| Azul S A | SPONSR ADR PFD | 05501U106 | $20.6K | 2,026,245 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $20.4K | 832,555 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $19.4K | 210,213 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $19.2K | 200,383 | 0.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $19.0K | 211,922 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $18.8K | 9,642 | 0.1% |
| Liberty Media Corp del(LM03) | COM A SIRIUSXM | 531229409 | $10.7K | 339,100 | 0.0% |
| Outfront Media Inc | COM | 69007J106 | $10.5K | 776,603 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $9.7K | 628,967 | 0.0% |
| Liberty Media Corp del(BATRKUSD) | COM C BRAVES GRP | 531229888 | $9.5K | 499,562 | 0.0% |
| Vapotherm Inc | COM | 922107107 | $8.5K | 449,300 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $7.6K | 249,561 | 0.0% |
| Arco Platform LTD | COM CL A | G04553106 | $5.3K | 125,901 | 0.0% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $4.6K | 144,357 | 0.0% |
| XP Inc(XP) | CL A | G98239109 | $4.1K | 210,266 | 0.0% |