Q3 2015 Holdings
Filed 2015-11-16 | 25 holdings | $668.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook IncCall | CALL | 30303M902 | $107.9K | 1,200,000 | 16.1% |
| Facebook Inc(META) | CL A | 30303M102 | $65.2K | 725,000 | 9.7% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $46.6K | 1,787,536 | 7.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $41.2K | 875,000 | 6.2% |
| Pandora Media Inc | COM | 698354107 | $39.5K | 1,850,000 | 5.9% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $32.1K | 913,000 | 4.8% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $30.7K | 60,000 | 4.6% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $30.4K | 172,953 | 4.5% |
| SBA Communications Corp | COM | 78388J106 | $26.8K | 256,229 | 4.0% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $26.8K | 491,454 | 4.0% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $24.9K | 145,000 | 3.7% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $24.4K | 405,000 | 3.7% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $22.9K | 1,252,652 | 3.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $20.7K | 200,000 | 3.1% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $19.4K | 1,154,063 | 2.9% |
| Priceline GRP Inc | COM NEW | 741503403 | $18.6K | 15,000 | 2.8% |
| Hubspot Inc(HUBS) | COM | 443573100 | $18.5K | 399,954 | 2.8% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $15.2K | 190,201 | 2.3% |
| Logmein Inc | COM | 54142L109 | $13.6K | 200,000 | 2.0% |
| Charter Communications Inc DCall | CALL | 16117M905 | $10.6K | 60,000 | 1.6% |
| E House China Hldgs LTD | ADR | 26852W103 | $10.4K | 1,746,567 | 1.6% |
| Sirius XM Hldgs Inc(SIRIEUR) | COM | 82968B103 | $8.4K | 2,251,190 | 1.3% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $7.2K | 1,405,533 | 1.1% |
| Zendesk Inc | COM | 98936J101 | $6.3K | 320,600 | 0.9% |
| Leju Hldgs LTD | SPONSORED ADS | 50187J108 | $559 | 100,000 | 0.1% |