Q1 2020 Holdings
Filed 2020-05-15 | 21 holdings | $161.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chewy Inc(CHWY) | CL A | 16679L109 | $131.8M | 3,516,124 | 81.8% |
| Bicycle Therapeutics PLC(BCYC) | SPONSORED ADS | 088786108 | $26.7M | 1,957,961 | 16.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $333.7K | 171,153 | 0.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $268.4K | 936,474 | 0.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $217.9K | 446,057 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $208.6K | 1,448,561 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $201.6K | 537,013 | 0.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $178.1K | 3,344,556 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $160.5K | 1,676,116 | 0.1% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $134.3K | 205,200 | 0.1% |
| Atlassian Corp PLC(TEAM) | CL A | G06242104 | $130.3K | 949,520 | 0.1% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $126.1K | 15,961,566 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $94.3K | 1,799,488 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $91.3K | 547,500 | 0.1% |
| Starbucks Corp(SBUX) | COM | 855244109 | $86.3K | 1,313,300 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $86.2K | 74,177 | 0.1% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $80.6K | 8,008,343 | 0.1% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $78.7K | 415,100 | 0.0% |
| Luckin Coffee Inc(LKNCY) | SPONSORED ADS | 54951L109 | $57.6K | 2,117,700 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $29.3K | 182,100 | 0.0% |
| Exicure Inc(XCUR) | COM | 30205M101 | $10.9K | 7,340,000 | 0.0% |