Q2 2019 Holdings
Filed 2019-07-31 | 149 holdings | $2.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $563.0K | 1,910 | 25.5% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $531.0K | 9,710 | 24.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $324.0K | 1,910 | 14.7% |
| Chegg Inc(CHGG) | COM | 163092109 | $232.0K | 6,000 | 10.5% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $171.0K | 5,640 | 7.7% |
| Conocophillips(COP) | COM | 20825C104 | $134.0K | 2,200 | 6.1% |
| Autodesk Inc(ADSK) | COM | 052769106 | $112.0K | 690 | 5.1% |
| Biogen Inc(BIIB) | COM | 09062X103 | $47.0K | 200 | 2.1% |
| Boeing Co(BA) | COM | 097023105 | $18.0K | 50 | 0.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.5K | 3,948 | 0.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.7K | 12,698 | 0.2% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $4.2K | 35,440 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.1K | 23,750 | 0.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.9K | 17,320 | 0.2% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $3.3K | 12,550 | 0.2% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $3.2K | 19,750 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $3.0K | 40,780 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.7K | 2,472 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $2.4K | 8,352 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.4K | 17,830 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $2.3K | 14,980 | 0.1% |
| United Microelectronics Corp(UMC) | SPON ADR NEW | 910873405 | $2.3K | 1,025,908 | 0.1% |
| Grubhub Inc | COM | 400110102 | $2.2K | 27,630 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $2.0K | 10,360 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $1.4K | 12,400 | 0.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $1.4K | 2,600 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $1.4K | 29,250 | 0.1% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $1.2K | 27,100 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $1.1K | 4,340 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $1.1K | 28,000 | 0.0% |
| KT Corp(KT) | SPONSORED ADR | 48268K101 | $1.0K | 81,300 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $974 | 29,060 | 0.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $817 | 4,010 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $783 | 20,000 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $751 | 19,710 | 0.0% |
| Transocean LTD(RIG) | REG SHS | H8817H100 | $695 | 108,480 | 0.0% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $662 | 57,000 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $524 | 2,650 | 0.0% |
| Illumina Inc(ILMN) | COM | 452327109 | $512 | 1,390 | 0.0% |
| Keysight Technologies Inc(KEYS) | COM | 49338L103 | $511 | 5,690 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $492 | 3,520 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $474 | 9,910 | 0.0% |
| ASE Technology Holding Co LT(ASX) | SPONSORED ADS | 00215W100 | $429 | 108,587 | 0.0% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $339 | 9,720 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $327 | 10,810 | 0.0% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $276 | 6,300 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $220 | 1,990 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $217 | 1,740 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $208 | 4,800 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $206 | 790 | 0.0% |