Q1 2020 Holdings
Filed 2020-05-15 | 14 holdings | $35.7M | 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 | $35.4M | 182,000 | 99.1% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $50.3K | 880,000 | 0.1% |
| Svmk Inc | COM | 78489X103 | $49.9K | 3,692,048 | 0.1% |
| Ping Identity Hldg Corp | COM | 72341T103 | $39.1K | 1,953,366 | 0.1% |
| Arco Platform LTD | COM CL A | G04553106 | $38.6K | 913,486 | 0.1% |
| Dynatrace Inc(DT) | COM | 268150109 | $30.4K | 1,276,123 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $28.9K | 172,991 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $21.1K | 18,150 | 0.1% |
| Onesmart Intl ED Group LTD | SPONSORED ADS | 68276W103 | $20.0K | 3,919,519 | 0.1% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $17.0K | 639,200 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $14.5K | 950,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $11.4K | 87,300 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $5.0K | 55,457 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $4.8K | 4,161 | 0.0% |