Q3 2019 Holdings
Filed 2019-11-14 | 305 holdings | $178.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boston Beer Inc(SAM) | CL A | 100557107 | $14.6M | 40,000 | 8.2% |
| BJS Whsl Club Hldgs Inc(BJ) | COM | 05550J101 | $14.9M | 575,000 | 8.3% |
| Adobe Inc(ADBE) | COM | 00724F101 | $15.2M | 55,000 | 8.5% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $16.0M | 650,000 | 8.9% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $86.5M | 517,500 | 48.5% |