Q2 2020 Holdings
Filed 2020-08-14 | 11 holdings | $507.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $168.3K | 1,400,000 | 33.2% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $90.4K | 350,000 | 17.8% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $63.5K | 907,018 | 12.5% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $41.9K | 2,700,000 | 8.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $35.6K | 190,000 | 7.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $31.5K | 155,000 | 6.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $28.8K | 149,056 | 5.7% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $19.9K | 12,500 | 3.9% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $17.3K | 1,000,000 | 3.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $8.5K | 6,000 | 1.7% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $1.4K | 18,771 | 0.3% |