Q2 2019 Holdings
Filed 2019-08-14 | 29 holdings | $29.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chewy Inc(CHWY) | CL A | 16679L109 | $28.0M | 800,000 | 93.9% |
| Slack Technologies Inc(WORK) | COM CL A | 83088V102 | $198.9K | 5,305,149 | 0.7% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $159.7K | 4,807,200 | 0.5% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $120.2K | 2,591,221 | 0.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $111.5K | 303,650 | 0.4% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $98.8K | 3,631,426 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $96.7K | 51,057 | 0.3% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $86.8K | 2,283,921 | 0.3% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $86.3K | 1,312,962 | 0.3% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $83.7K | 4,024,600 | 0.3% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $71.2K | 521,920 | 0.2% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $69.7K | 1,854,100 | 0.2% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $65.1K | 466,060 | 0.2% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $63.1K | 938,324 | 0.2% |
| Carbon Black Inc | COM | 14081R103 | $62.3K | 3,723,921 | 0.2% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $57.6K | 264,960 | 0.2% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $53.1K | 1,096,264 | 0.2% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $52.7K | 729,630 | 0.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $46.7K | 348,850 | 0.2% |
| Everbridge Inc(EVBGEUR) | COM | 29978A104 | $45.0K | 503,550 | 0.2% |
| SO Young International Inc(SY) | SPONSORED ADS | 83356Q108 | $42.8K | 3,082,991 | 0.1% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $29.9K | 146,925 | 0.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $27.1K | 185,800 | 0.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $25.8K | 176,436 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $22.9K | 150,920 | 0.1% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $21.4K | 722,089 | 0.1% |
| The Realreal Inc(REAL) | COM | 88339P101 | $10.1K | 350,000 | 0.0% |
| Gridsum Hldg Inc | SPONSORED ADR | 398132100 | $8.2K | 2,945,430 | 0.0% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $5.1K | 75,000 | 0.0% |