Q2 2022 Holdings
Filed 2022-08-15 | 9 holdings | $19.5M | 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 | $8.5M | 75,000 | 43.6% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $7.4M | 411,963 | 38.1% |
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $3.5M | 39,800 | 18.1% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $8.3K | 128,663 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.3K | 41,500 | 0.0% |
| Avis Budget Group(CAR) | COM | 053774105 | $6.7K | 45,540 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $6.3K | 46,741 | 0.0% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $4.7K | 230,000 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $4.6K | 145,177 | 0.0% |