Q2 2021 Holdings
Filed 2021-08-17 | 12 holdings | $20.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $10.6M | 100,000 | 52.6% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $9.4M | 100,000 | 46.6% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $34.4K | 75,000 | 0.2% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $27.5K | 100,000 | 0.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $27.3K | 400,000 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $19.5K | 80,000 | 0.1% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $15.8K | 200,000 | 0.1% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $12.6K | 50,000 | 0.1% |
| Teledoc Health Inc(TDOC) | COM | 87918A105 | $9.8K | 59,200 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $6.7K | 100,000 | 0.0% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $3.8K | 50,000 | 0.0% |
| Invitae Corp(NVTA1EUR) | COM | 46185L103 | $1.7K | 50,000 | 0.0% |