Q2 2018 Holdings
Filed 2018-08-14 | 17 holdings | $102.0M | 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 | $73.5M | 396,000 | 72.0% |
| Bilibili Inc(BILI) | SPONS ADS REP Z | 090040106 | $27.6M | 1,975,000 | 27.1% |
| Facebook Inc(META) | CL A | 30303M102 | $123.2K | 634,000 | 0.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $115.8K | 793,420 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $104.5K | 61,500 | 0.1% |
| Hubspot Inc(HUBS) | COM | 443573100 | $99.8K | 795,650 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $81.9K | 475,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $73.6K | 884,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $66.0K | 271,500 | 0.1% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $62.1K | 814,000 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $59.3K | 250,313 | 0.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $41.4K | 833,247 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $22.7K | 1,730,600 | 0.0% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $16.2K | 500,000 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $3.1K | 150,000 | 0.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $1.9K | 70,000 | 0.0% |
| Pluralsight Inc | COM CL A | 72941B106 | $245 | 10,000 | 0.0% |