Q2 2020 Holdings
Filed 2020-08-14 | 16 holdings | $81.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $80.7M | 337,500 | 98.9% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $118.3K | 2,053,374 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $102.3K | 37,080 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $86.1K | 189,300 | 0.1% |
| Schrodinger Inc(SDGR) | COM | 80810D103 | $85.0K | 927,890 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $76.8K | 338,123 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $70.7K | 50,010 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $67.5K | 360,200 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $66.7K | 2,147,014 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $56.6K | 405,500 | 0.1% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $50.5K | 2,320,213 | 0.1% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $48.9K | 845,700 | 0.1% |
| Shake Shack Inc(SHAK) | CL A | 819047101 | $37.3K | 703,574 | 0.0% |
| Crispr Therapeutics AG(CRSP) | NAMEN AKT | H17182108 | $34.4K | 468,200 | 0.0% |
| Vaneck Vectors ETF TR(GDXJ) | JR GOLD MINERS E | 92189F791 | $22.7K | 457,700 | 0.0% |
| Hertz Global Hldgs Inc | COM | 42806J106 | $1.8K | 1,242,144 | 0.0% |