Q1 2019 Holdings
Filed 2019-05-10 | 39 holdings | $138.8M | 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 | $115.6M | 633,495 | 83.3% |
| Autodesk Inc(ADSK) | COM | 052769106 | $8.6M | 55,000 | 6.2% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $7.3M | 339,042 | 5.2% |
| Biomarin Pharmaceutical Inc(BMRN) | COM | 09061G101 | $6.9M | 77,764 | 5.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $63.7K | 54,130 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $50.2K | 301,048 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $47.5K | 1,722,781 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $42.7K | 384,681 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $41.5K | 1,376,278 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $21.8K | 132,383 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $19.8K | 223,600 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $17.5K | 280,762 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $16.7K | 9,355 | 0.0% |
| Allergan PLC | SHS | G0177J108 | $15.9K | 108,448 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $14.3K | 158,916 | 0.0% |
| Universal Display Corp(OLED) | COM | 91347P105 | $12.1K | 79,394 | 0.0% |
| Select Sector Spdr TR(XLE) | ENERGY | 81369Y506 | $11.7K | 176,280 | 0.0% |
| Alexion Pharmaceuticals Inc(ALXN) | COM | 015351109 | $11.2K | 82,500 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $10.4K | 504,000 | 0.0% |
| Liberty Global PLC | SHS CL A | G5480U104 | $9.4K | 375,251 | 0.0% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $9.1K | 147,050 | 0.0% |
| Zayo Group Hldgs Inc | COM | 98919V105 | $8.6K | 303,290 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.4K | 54,000 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $7.3K | 38,614 | 0.0% |
| Bristol Myers Squibb Co(BMY) | COM | 110122108 | $6.5K | 137,000 | 0.0% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $5.7K | 86,959 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $5.2K | 144,791 | 0.0% |
| Ishares TR(IBB) | NASDAQ BIOTECH | 464287556 | $4.8K | 43,200 | 0.0% |
| Deutsche Bank AG | NAMEN AKT | D18190898 | $4.3K | 533,225 | 0.0% |
| Sage Therapeutics Inc(SG7) | COM | 78667J108 | $3.1K | 19,313 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $3.1K | 1,760 | 0.0% |
| Mylan N V | SHS EURO | N59465109 | $2.8K | 100,000 | 0.0% |
| Incyte Corp(INCY) | COM | 45337C102 | $2.7K | 31,000 | 0.0% |
| Schlumberger LTD(SLB) | COM | 806857108 | $2.4K | 55,500 | 0.0% |
| Mallinckrodt PUB LTD Co | SHS | G5785G107 | $2.2K | 102,000 | 0.0% |
| Iovance Biotherapeutics Inc(IOVA) | COM | 462260100 | $2.2K | 228,442 | 0.0% |
| Viking Therapeutics Inc(VKTX) | COM | 92686J106 | $1.4K | 140,000 | 0.0% |
| Fluent Inc(IDIEUR) | COM | 34380C102 | $1.1K | 194,799 | 0.0% |
| Aravive Inc(VSAREUR) | COM | 03890D108 | $287 | 40,816 | 0.0% |