Q4 2017 Holdings
Filed 2018-02-15 | 24 holdings | $87.3M | 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 | $62.1M | 360,000 | 71.1% |
| Crown Castle Intl Corp New(CCI) | COM | 22822V101 | $24.2M | 217,685 | 27.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $138.2K | 720,000 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $111.2K | 630,000 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $90.8K | 600,000 | 0.1% |
| Adecoagro S A(AGRO) | COM | L00849106 | $87.5K | 8,462,958 | 0.1% |
| Banco Macro SA(BMA) | SPON ADR B | 05961W105 | $69.6K | 600,967 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $67.5K | 660,000 | 0.1% |
| Alexanders Inc(ALX) | COM | 014752109 | $60.9K | 153,853 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $56.1K | 48,000 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $54.8K | 1,620,000 | 0.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $41.2K | 2,820,000 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $41.1K | 39,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $41.1K | 480,000 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $40.8K | 39,000 | 0.0% |
| PTC Inc(PTC) | COM | 69370C100 | $36.5K | 600,000 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $30.5K | 480,000 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $19.8K | 180,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $18.9K | 180,000 | 0.0% |
| Interxion Holding N.v | SHS | N47279109 | $15.6K | 264,324 | 0.0% |
| SEA LTD(SE) | ADR | 81141R100 | $4.8K | 360,000 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.2K | 8,100 | 0.0% |
| Equinix Inc(EQIX) | COM PAR $0.001 | 29444U700 | $877 | 1,935 | 0.0% |
| Weyerhaeuser Co(WY) | COM | 962166104 | $505 | 14,330 | 0.0% |