Q2 2020 Holdings
Filed 2020-08-14 | 25 holdings | $215.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flutter Entertainment PLC | COM | 344044102 | $138.9M | 1,057,975 | 64.4% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $14.9M | 1,560,000 | 6.9% |
| Yandex NV(NBIS) | SHS CLASS A | N97284108 | $9.1M | 181,000 | 4.2% |
| Dell Technologies(DELL) | COM | 24703L202 | $7.7M | 141,000 | 3.6% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $7.5M | 252,500 | 3.5% |
| Charles Schwab Corp(SCHW) | COM | 808513105 | $7.5M | 221,800 | 3.5% |
| Restaurant Brands Intern(QSR) | COM | 76131D103 | $6.6M | 121,000 | 3.1% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $6.6M | 35,000 | 3.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $5.9M | 191,200 | 2.8% |
| Apollo Global Management Inc | COM CL A | 037612306 | $4.3M | 85,300 | 2.0% |
| Tencent Music Entertainm(TME) | ADR | 88034P109 | $3.4M | 250,000 | 1.6% |
| AIR Canada(ACDVF) | COM | 008911877 | $1.8M | 141,500 | 0.8% |
| DraftKings Inc(DKNG1USD) | COM | 26142R104 | $1.7M | 50,500 | 0.8% |