Q3 2021 Holdings
Filed 2021-11-15 | 20 holdings | $240.2K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2021-11-17) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Icici Bank Limited(IBN) | ADR | 45104G104 | $21.4K | 1,134,487 | 8.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $17.7K | 58,803 | 7.4% |
| Huazhu Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $15.9K | 346,620 | 6.6% |
| Five Below Inc(FIVE) | COM | 33829M101 | $15.3K | 86,415 | 6.4% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $15.2K | 631,426 | 6.3% |
| WEX Inc(WEX) | COM | 96208T104 | $15.2K | 86,140 | 6.3% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $14.4K | 10,611 | 6.0% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $13.4K | 303,459 | 5.6% |
| Synopsys Inc(SNPS) | COM | 871607107 | $13.3K | 44,379 | 5.5% |
| Progyny Inc(PGNY) | COM | 74340E103 | $13.2K | 235,545 | 5.5% |
| Docusign Inc(DOCU) | COM | 256163106 | $12.9K | 50,239 | 5.4% |
| RH(RH) | COM | 74967X103 | $12.1K | 18,133 | 5.0% |
| Ansys Inc(AKX) | COM | 03662Q105 | $12.0K | 35,368 | 5.0% |
| Xometry Inc(XMTR) | CLASS A COM | 98423F109 | $10.9K | 188,333 | 4.5% |
| Spotify Technology S A(SPOT)A | SHS | L8681T102 | $8.8K | 39,157 | 3.7% |
| Sonos Inc(SONO) | COM | 83570H108 | $8.8K | 270,783 | 3.6% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $8.0K | 25,000 | 3.3% |
| Ferrari N V(RACE) | COM | N3167Y103 | $7.8K | 37,178 | 3.2% |
| Toast Inc(TOST) | CL A | 888787108 | $3.0K | 60,000 | 1.2% |
| Altimeter Growth CorpA | CL A | G0370L108 | $1.0K | 100,000 | 0.4% |