Q2 2021 Holdings
Filed 2021-08-16 | 19 holdings | $19.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $19.3M | 205,943 | 98.6% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $26.5K | 527,118 | 0.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $25.1K | 63,750 | 0.1% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $25.1K | 97,741 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $24.4K | 7,100 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $22.7K | 65,300 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $21.3K | 425,800 | 0.1% |
| Deckers Outdoor Corp(DECK) | COM | 243537107 | $21.0K | 54,622 | 0.1% |
| ACM Resh Inc(ACMR) | COM CL A | 00108J109 | $20.3K | 198,376 | 0.1% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $20.2K | 382,933 | 0.1% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $14.9K | 259,195 | 0.1% |
| The Beauty Health Company(SKIN) | COM CL A | 88331L108 | $14.4K | 857,039 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $10.1K | 33,452 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.5K | 15,500 | 0.0% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $6.3K | 71,900 | 0.0% |
| Cree Inc | COM | 225447101 | $5.4K | 55,300 | 0.0% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $5.2K | 147,386 | 0.0% |
| Doximity Inc(DOCS) | CL A | 26622P107 | $4.0K | 69,000 | 0.0% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $2.4K | 42,353 | 0.0% |