Q1 2020 Holdings
Filed 2020-05-15 | 21 holdings | $33.8M | 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 | $33.6M | 172,957 | 99.4% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $29.0K | 1,629,793 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $25.8K | 68,709 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $25.4K | 161,305 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $15.8K | 124,944 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $14.5K | 590,336 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $12.6K | 43,917 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $9.3K | 97,652 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $7.8K | 280,801 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $7.1K | 49,218 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $7.1K | 196,748 | 0.0% |
| Zoom Communications in(ZM) | CL A | 98980L101 | $6.8K | 46,800 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $6.8K | 223,390 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.6K | 3,403 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $4.8K | 39,251 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $4.5K | 32,560 | 0.0% |
| Greensky Inc | CL A | 39572G100 | $2.5K | 656,204 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $1.8K | 17,571 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $1.5K | 16,487 | 0.0% |
| Pagerduty Inc(PD) | COM | 69553P100 | $1.2K | 71,300 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $1.1K | 90,008 | 0.0% |