Q1 2020 Holdings
Filed 2020-05-15 | 26 holdings | $99.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $71.8M | 3,058,272 | 71.9% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $26.9M | 1,148,539 | 26.9% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $171.9K | 2,889,371 | 0.2% |
| Citrix SYS Inc(CTXSEUR) | COM | 177376100 | $138.8K | 980,850 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $125.4K | 64,308 | 0.1% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $110.8K | 1,321,126 | 0.1% |
| Mellanox Technologies LTD | SHS | M51363113 | $53.9K | 444,000 | 0.1% |
| Docusign Inc(DOCU) | COM | 256163106 | $51.5K | 557,861 | 0.1% |
| Equinix Inc(EQIX) | COM | 29444U700 | $50.2K | 80,348 | 0.1% |
| GCI Liberty Inc(GLIBAEUR) | COM CLASS A | 36164V305 | $50.1K | 880,120 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $49.4K | 912,425 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $48.8K | 185,043 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $38.6K | 693,441 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $35.8K | 627,000 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $32.3K | 1,157,685 | 0.0% |
| 21Vianet Group Inc(VNET) | SPONSORED ADS A | 90138A103 | $27.1K | 1,951,962 | 0.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $24.0K | 800,000 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $23.7K | 172,942 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $21.1K | 475,754 | 0.0% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $19.5K | 91,910 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $19.0K | 468,309 | 0.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $16.2K | 280,191 | 0.0% |
| Grubhub Inc | COM | 400110102 | $15.2K | 373,377 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $12.8K | 354,275 | 0.0% |
| Staar Surgical Co(STAA) | COM PAR $0.01 | 852312305 | $6.8K | 209,982 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $2.2K | 29,000 | 0.0% |