Q1 2019 Holdings
Filed 2019-05-15 | 18 holdings | $101.9M | 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 | $100.3M | 550,000 | 98.5% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $216.8K | 1,678,000 | 0.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $162.6K | 787,000 | 0.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $151.1K | 613,000 | 0.1% |
| Hubspot Inc(HUBS) | COM | 443573100 | $132.8K | 799,000 | 0.1% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $128.5K | 874,000 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $104.9K | 889,698 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $103.6K | 998,000 | 0.1% |
| Zendesk Inc | COM | 98936J101 | $85.0K | 1,000,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $84.6K | 47,500 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $83.3K | 500,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $67.5K | 189,400 | 0.1% |
| Ringcentral Inc(RNG) | CL A | 76680R206 | $48.4K | 449,000 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $47.4K | 1,911,000 | 0.0% |
| Mimecast LTD | ORD SHS | G14838109 | $45.5K | 960,000 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $29.0K | 350,726 | 0.0% |
| Arco Platform LTD | COM CL A | G04553106 | $9.7K | 300,000 | 0.0% |
| Despegar COM Corp | ORD SHS | G27358103 | $2.2K | 150,000 | 0.0% |