Q2 2019 Holdings
Filed 2019-08-13 | 34 holdings | $55.7M | 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 | $23.5M | 138,865 | 42.2% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $20.2M | 154,709 | 36.2% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $11.1M | 683,600 | 20.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $88.4K | 430,048 | 0.2% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $79.9K | 1,077,017 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $60.8K | 298,167 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $58.9K | 160,250 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $46.8K | 335,300 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $46.1K | 304,006 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $42.4K | 476,776 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $31.3K | 265,133 | 0.1% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $30.5K | 873,300 | 0.1% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $28.8K | 229,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $28.1K | 14,840 | 0.1% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $27.3K | 4,459,200 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $27.3K | 141,400 | 0.0% |
| Inphi Corp(IPHI) | COM | 45772F107 | $26.9K | 536,938 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $25.5K | 129,000 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $24.4K | 316,000 | 0.0% |
| Viavi Solutions Inc(VIAV) | COM | 925550105 | $24.2K | 1,821,123 | 0.0% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $24.2K | 452,185 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $22.7K | 200,000 | 0.0% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $21.5K | 858,900 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $21.4K | 78,000 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $21.1K | 418,700 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $19.9K | 87,300 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $15.2K | 14,048 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $15.0K | 496,000 | 0.0% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $13.8K | 83,380 | 0.0% |
| Huya Inc(HUYA) | ADS REP SHS A | 44852D108 | $13.7K | 553,501 | 0.0% |
| Acacia Communications Inc(ACIA) | COM | 00401C108 | $10.9K | 231,896 | 0.0% |
| Intelsat S A | COM | L5140P101 | $8.9K | 457,575 | 0.0% |
| Fortinet Inc(FTNT) | COM | 34959E109 | $7.7K | 100,000 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $493 | 7,500 | 0.0% |