Q3 2020 Holdings
Filed 2020-11-16 | 8 holdings | $687.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $320.4K | 1,436,558 | 46.6% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $84.9K | 350,000 | 12.4% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $77.6K | 1,100,000 | 11.3% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $50.0K | 3,000,000 | 7.3% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $47.8K | 190,000 | 6.9% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $44.0K | 1,750,000 | 6.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $32.6K | 155,000 | 4.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $29.8K | 149,056 | 4.3% |