Q2 2020 Holdings
Filed 2020-08-14 | 20 holdings | $38.3M | 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 | $38.1M | 176,857 | 99.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $26.1K | 57,459 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $23.6K | 116,205 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $20.3K | 7,373 | 0.1% |
| Draftkings Inc(DKNG1USD) | COM CL A | 26142R104 | $15.6K | 468,200 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $14.8K | 856,300 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $14.7K | 473,801 | 0.0% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $14.5K | 492,400 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $13.7K | 69,124 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $11.9K | 29,404 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $9.0K | 47,968 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $8.9K | 80,000 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $5.9K | 197,736 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $5.8K | 31,908 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $3.9K | 32,571 | 0.0% |
| Greensky Inc | CL A | 39572G100 | $3.2K | 656,204 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $2.5K | 48,700 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $2.4K | 27,753 | 0.0% |
| Pagerduty Inc(PD) | COM | 69553P100 | $2.0K | 71,300 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $1.7K | 36,802 | 0.0% |