Q2 2019 Holdings
Filed 2019-08-13 | 25 holdings | $180.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adobe Inc(ADBE) | COM | 00724F101 | $54.7M | 185,610 | 30.4% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $51.3M | 302,834 | 28.5% |
| Centene Corp del(CNC) | COM | 15135B101 | $41.0M | 782,418 | 22.8% |
| Autodesk Inc(ADSK) | COM | 052769106 | $32.2M | 197,683 | 17.9% |
| Square Inc(XYZ)Put | CL A | 852234103 | $83.4K | 1,150,000 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $54.0K | 403,033 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $53.9K | 279,058 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $53.3K | 49,274 | 0.0% |
| T Mobile US Inc(TMUS) | COM | 872590104 | $50.4K | 680,187 | 0.0% |
| Icici BK LTD(IBN) | ADR | 45104G104 | $46.1K | 3,665,022 | 0.0% |
| Citigroup Inc(C) | COM NEW | 172967424 | $39.7K | 566,580 | 0.0% |
| Cigna Corp New(CI) | COM | 125523100 | $38.9K | 246,895 | 0.0% |
| Momo Inc | ADR | 60879B107 | $38.6K | 1,077,947 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $38.3K | 707,293 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $35.7K | 18,864 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $35.4K | 329,390 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $35.1K | 306,892 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $34.2K | 121,283 | 0.0% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $32.1K | 17,113 | 0.0% |
| Fleetcor Technologies Inc(FLT1EUR) | COM | 339041105 | $28.0K | 99,832 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $24.8K | 256,824 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $22.8K | 585,041 | 0.0% |
| Fidelity Natl Information SV(FIS) | COM | 31620M106 | $20.7K | 169,047 | 0.0% |
| Greensky Inc | CL A | 39572G100 | $11.7K | 950,000 | 0.0% |
| Sonos Inc(SONO) | COM | 83570H108 | $4.9K | 432,666 | 0.0% |