Q2 2019 Holdings
Filed 2019-08-14 | 12 holdings | $26.1M | 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 | $25.9M | 153,000 | 99.1% |
| Arco Platform LTD | COM CL A | G04553106 | $39.4K | 899,653 | 0.2% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $38.7K | 552,000 | 0.1% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $27.1K | 1,350,000 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $23.2K | 120,000 | 0.1% |
| Svmk Inc | COM | 78489X103 | $22.8K | 1,380,700 | 0.1% |
| Onesmart Intl ED Group LTD | SPONSORED ADS | 68276W103 | $20.5K | 2,580,936 | 0.1% |
| Solarwinds Corp | COM | 83417Q105 | $20.2K | 1,100,000 | 0.1% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $12.0K | 110,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $9.5K | 8,750 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $6.2K | 30,000 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.5K | 4,161 | 0.0% |