Q2 2020 Holdings
Filed 2020-08-07 | 114 holdings | $124.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $45.4M | 507,211 | 36.6% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $44.4M | 205,690 | 35.7% |
| Blackline Inc(BL) | COM | 09239B109 | $20.1M | 242,491 | 16.2% |
| Align Technology Inc(ALGN) | COM | 016255101 | $10.4M | 37,922 | 8.4% |
| Allogene Therapeutics Inc(ALLO) | COM | 019770106 | $3.0M | 69,240 | 2.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $48.7K | 279,578 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $48.4K | 524,443 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $48.0K | 105,498 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $48.0K | 256,197 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $47.2K | 251,900 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $46.6K | 16,894 | 0.0% |
| RH(RH) | COM | 74967X103 | $46.4K | 186,251 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $45.7K | 466,076 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $43.8K | 193,090 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $43.6K | 214,220 | 0.0% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $42.9K | 26,911 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $42.3K | 395,622 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $41.9K | 29,638 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $41.4K | 214,277 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $40.4K | 548,548 | 0.0% |
| PVH Corporation(PVH) | COM | 693656100 | $39.0K | 810,884 | 0.0% |
| Heico Corp New(HEI) | COM | 422806109 | $25.9K | 259,882 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $19.5K | 323,772 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $19.3K | 819,620 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $19.0K | 177,091 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $18.8K | 848,480 | 0.0% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $18.3K | 164,857 | 0.0% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $18.2K | 169,610 | 0.0% |
| Intuit(INTU) | COM | 461202103 | $17.8K | 60,230 | 0.0% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $16.4K | 370,683 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $3.8K | 51,370 | 0.0% |
| Editas Medicine Inc(EDIT) | COM | 28106W103 | $2.1K | 71,940 | 0.0% |
| Sangamo Therapeutics Inc(SGMO) | COM | 800677106 | $1.3K | 147,720 | 0.0% |
| Meiragtx Hldgs PLC(MGTX) | COM | G59665102 | $1.3K | 100,054 | 0.0% |
| Regenxbio Inc(RGNX) | COM | 75901B107 | $1.2K | 32,900 | 0.0% |
| Voyager Therapeutics Inc(VYGR) | COM | 92915B106 | $1.1K | 88,698 | 0.0% |
| Homology Medicines Inc | COM | 438083107 | $1.0K | 66,190 | 0.0% |
| Bluebird BIO Inc | COM | 09609G100 | $723 | 11,850 | 0.0% |