Q2 2020 Holdings
Filed 2020-08-14 | 13 holdings | $43.0M | 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 | $42.5M | 197,000 | 98.9% |
| Svmk Inc | COM | 78489X103 | $97.0K | 4,122,048 | 0.2% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $64.5K | 880,000 | 0.2% |
| Ping Identity Hldg Corp | COM | 72341T103 | $46.0K | 1,434,966 | 0.1% |
| Dynatrace Inc(DT) | COM | 268150109 | $40.8K | 1,006,123 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $39.3K | 172,991 | 0.1% |
| Arco Platform LTD | COM CL A | G04553106 | $37.1K | 853,552 | 0.1% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $36.9K | 639,200 | 0.1% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $30.2K | 1,140,000 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $25.7K | 18,150 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $23.8K | 126,900 | 0.1% |
| Onesmart Intl ED Group LTD | SPONSORED ADS | 68276W103 | $17.4K | 4,428,875 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.9K | 4,161 | 0.0% |