Q1 2019 Holdings
Filed 2019-05-15 | 18 holdings | $168.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brookfield Asset Mgmt Inc | CL A LTD VT SH | 112585104 | $32.0K | 686,350 | 19.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $26.6K | 14,910 | 15.8% |
| Trupanion Inc(TRUP) | COM | 898202106 | $19.6K | 597,972 | 11.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $19.5K | 54,685 | 11.6% |
| KKR & Co Inc(KKR) | CL A | 48251W104 | $18.1K | 772,260 | 10.8% |
| Wayfair Inc(W) | CL A | 94419L101 | $16.7K | 112,430 | 9.9% |
| Shake Shack Inc(SHAK) | CL A | 819047101 | $15.1K | 254,940 | 9.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $13.5K | 97,290 | 8.0% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $7.1K | 251,400 | 4.2% |