Q2 2019 Holdings
Filed 2019-08-14 | 31 holdings | $3.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $1.1B | 3,743,938 | 32.3% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $995.6M | 5,875,662 | 29.2% |
| Autodesk Inc(ADSK) | COM | 052769106 | $650.0M | 3,989,892 | 19.0% |
| D R Horton Inc(DHI) | COM | 23331A109 | $536.1M | 12,430,413 | 15.7% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $115.3M | 3,292,923 | 3.4% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $995.3K | 6,185,907 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $989.2K | 7,384,511 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $920.5K | 3,772,254 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $883.4K | 466,511 | 0.0% |
| Union Pacific Corp(UNP) | COM | 907818108 | $833.9K | 4,930,899 | 0.0% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $767.1K | 1,585,504 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $670.4K | 5,406,697 | 0.0% |
| Canadian PAC RY LTD | COM | 13645T100 | $636.6K | 2,706,006 | 0.0% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $615.2K | 6,570,002 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $602.5K | 321,396 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $579.4K | 3,002,136 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $487.3K | 10,324,534 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $451.1K | 1,502,771 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $446.3K | 2,941,733 | 0.0% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $442.0K | 1,670,957 | 0.0% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $439.8K | 1,930,511 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $360.1K | 1,311,525 | 0.0% |
| Dominos Pizza Inc(DPZ) | COM | 25754A201 | $347.1K | 1,247,255 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $291.4K | 476,373 | 0.0% |
| Square Inc(XYZ) | CL A | 852234103 | $240.4K | 3,314,831 | 0.0% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $203.8K | 6,134,122 | 0.0% |
| World Wrestling Entmt Inc(WWEUSD) | CL A | 98156Q108 | $194.4K | 2,692,308 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $125.2K | 3,001,420 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $82.7K | 652,824 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $74.8K | 2,528,303 | 0.0% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $5.0K | 37,900 | 0.0% |