Q4 2019 Holdings
Filed 2020-02-14 | 22 holdings | $201.1K | 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 | $40.0K | 692,215 | 19.9% |
| Trupanion Inc(TRUP) | COM | 898202106 | $29.8K | 796,372 | 14.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $29.5K | 91,245 | 14.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $25.9K | 14,025 | 12.9% |
| KKR & Co Inc(KKR) | CL A | 48251W104 | $20.0K | 686,455 | 10.0% |
| Alphabet Inc Cap STK | CL A | 02079KAB3 | $17.0K | 12,675 | 8.4% |
| Facebook Inc(META) | CL A | 30303M102 | $10.7K | 51,955 | 5.3% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $7.8K | 302,590 | 3.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $7.7K | 51,160 | 3.8% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $6.4K | 284,570 | 3.2% |
| Twitter Inc | NOTE 1.000% 9/1 | 90184LAD4 | $6.3K | 197,025 | 3.1% |