Q1 2019 Holdings
Filed 2019-05-15 | 23 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN)Call | COM | 023135106 | $261.4K | 146,800 | 17.5% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $115.9K | 4,927,879 | 7.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $110.1K | 308,752 | 7.4% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $96.5K | 3,586,147 | 6.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $93.2K | 52,350 | 6.2% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $92.3K | 2,688,900 | 6.2% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $86.6K | 589,000 | 5.8% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $85.5K | 662,250 | 5.7% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $70.0K | 333,000 | 4.7% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $65.2K | 869,850 | 4.4% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $53.2K | 939,200 | 3.6% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $51.5K | 593,135 | 3.4% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $50.4K | 207,400 | 3.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $49.6K | 420,200 | 3.3% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $49.5K | 632,462 | 3.3% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $46.4K | 1,301,200 | 3.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $29.8K | 187,990 | 2.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $28.1K | 684,100 | 1.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $27.1K | 195,051 | 1.8% |
| Wayfair Inc(W) | CL A | 94419L101 | $13.1K | 87,975 | 0.9% |
| Stitch FIX Inc(SFIX) | COM CL A | 860897107 | $11.7K | 415,176 | 0.8% |
| Gridsum Hldg Inc | SPONSORED ADR | 398132100 | $8.7K | 2,945,430 | 0.6% |
| GTY Technology Holdings Inc | *W EXP 02/19/202 | 362409112 | $466 | 772,033 | 0.0% |