Q4 2019 Holdings
Filed 2020-02-14 | 17 holdings | $23.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $23.3M | 110,014 | 99.4% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $15.9K | 496,985 | 0.1% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $14.9K | 332,303 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $14.8K | 93,912 | 0.1% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $14.0K | 371,500 | 0.1% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $13.2K | 251,472 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $12.6K | 84,192 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $12.1K | 42,763 | 0.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $7.7K | 474,192 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $7.0K | 42,730 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $6.6K | 61,006 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $4.8K | 225,000 | 0.0% |
| Pagerduty Inc(PD) | COM | 69553P100 | $4.6K | 198,200 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $4.6K | 74,600 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $4.1K | 34,297 | 0.0% |
| Barclays BK PLC | IPATH B SHRT TRM | 06746P621 | $3.6K | 239,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $3.3K | 1,761 | 0.0% |