Q1 2019 Holdings
Filed 2019-05-08 | 117 holdings | $2.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $1.4M | 25,890 | 49.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $728.0K | 3,990 | 25.7% |
| Chegg Inc(CHGG) | COM | 163092109 | $229.0K | 6,000 | 8.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $184.0K | 690 | 6.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $121.0K | 500 | 4.3% |
| Align Technology Inc(ALGN) | COM | 016255101 | $88.0K | 310 | 3.1% |
| Ciena Corp(CIEN) | COM NEW | 171779309 | $37.0K | 1,000 | 1.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.9K | 3,854 | 0.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $3.7K | 12,270 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.8K | 18,110 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $2.2K | 8,970 | 0.1% |
| United Microelectronics Corp(UMC) | SPON ADR NEW | 910873405 | $1.9K | 1,001,185 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $1.8K | 24,550 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.8K | 4,931 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $1.7K | 10,290 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $1.7K | 10,640 | 0.1% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $1.2K | 13,820 | 0.0% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $1.2K | 2,090 | 0.0% |
| Boeing Co(BA) | COM | 097023105 | $1.0K | 2,690 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $834 | 4,390 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $797 | 677 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $788 | 19,880 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $664 | 3,700 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $663 | 16,030 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $540 | 4,580 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $537 | 1,880 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $508 | 3,100 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $505 | 8,850 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $458 | 15,190 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $302 | 173 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $298 | 1,800 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $276 | 10,000 | 0.0% |
| ON Semiconductor Corp(ON) | COM | 682189105 | $247 | 12,000 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $233 | 2,300 | 0.0% |
| Aptiv PLC(APTV) | SHS | G6095L109 | $232 | 2,920 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $224 | 1,800 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $222 | 2,000 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $215 | 2,600 | 0.0% |
| Grubhub Inc | COM | 400110102 | $199 | 2,870 | 0.0% |
| Caterpillar Inc del(CAT) | COM | 149123101 | $190 | 1,400 | 0.0% |
| LAM Research Corp(LRCXEUR) | COM | 512807108 | $179 | 1,000 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $176 | 5,610 | 0.0% |
| SVB Finl Group(SIVBEUR) | COM | 78486Q101 | $171 | 770 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $169 | 1,500 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $167 | 5,080 | 0.0% |
| Hubspot Inc(HUBS) | COM | 443573100 | $166 | 1,000 | 0.0% |
| ASE Technology Holding Co LT(ASX) | SPONSORED ADS | 00215W100 | $155 | 36,021 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $155 | 660 | 0.0% |
| KB Financial Group Inc(KBIA) | SPONSORED ADR | 48241A105 | $148 | 4,000 | 0.0% |
| AU Optronics Corp(AUOUSD) | SPONSORED ADR | 002255107 | $147 | 40,460 | 0.0% |