Q2 2018 Holdings
Filed 2018-08-14 | 13 holdings | $21.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $21.3M | 114,567 | 99.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $50.1K | 508,174 | 0.2% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $42.5K | 317,623 | 0.2% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $34.9K | 255,563 | 0.2% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $20.6K | 472,358 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $14.3K | 287,935 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $13.3K | 264,015 | 0.1% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $12.6K | 217,343 | 0.1% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $9.9K | 176,015 | 0.0% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $8.8K | 858,697 | 0.0% |
| Silicon Motion Technology Co(SIMO) | SPONSORED ADR | 82706C108 | $7.4K | 139,390 | 0.0% |
| Terraform PWR Inc | COM CL A | 88104R209 | $149 | 12,722 | 0.0% |
| Renesola LTD(VQKA) | SPONSORED ADS | 75971T301 | $38 | 15,000 | 0.0% |