Q3 2018 Holdings
Filed 2018-11-14 | 19 holdings | $73.1M | 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 | $72.0M | 437,000 | 98.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $135.2K | 67,500 | 0.2% |
| Hubspot Inc(HUBS) | COM | 443573100 | $132.6K | 878,650 | 0.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $103.2K | 627,226 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $102.5K | 524,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $96.4K | 1,098,000 | 0.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $85.8K | 1,052,247 | 0.1% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $80.3K | 931,000 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $77.6K | 276,313 | 0.1% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $74.0K | 889,000 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $68.5K | 299,500 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $65.8K | 400,000 | 0.1% |
| Mimecast LTD | ORD SHS | G14838109 | $40.2K | 960,000 | 0.1% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $31.3K | 475,000 | 0.0% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $13.4K | 500,000 | 0.0% |
| Arco Platform LTD | COM CL A | G04553106 | $6.8K | 300,000 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $2.5K | 150,000 | 0.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $1.5K | 70,000 | 0.0% |
| Pluralsight Inc | COM CL A | 72941B106 | $320 | 10,000 | 0.0% |