Q1 2020 Holdings
Filed 2020-05-15 | 10 holdings | $256.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $77.1K | 1,400,000 | 30.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $42.5K | 350,000 | 16.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $26.2K | 750,000 | 10.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $24.4K | 155,000 | 9.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $24.0K | 149,056 | 9.4% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $20.9K | 145,000 | 8.2% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $17.4K | 1,400,000 | 6.8% |
| Grubhub Inc | COM | 400110102 | $9.1K | 222,194 | 3.5% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $7.4K | 5,500 | 2.9% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.0K | 6,000 | 2.7% |