Q4 2015 Holdings
Filed 2016-02-16 | 25 holdings | $765.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook IncCall | CALL | 30303M902 | $94.2K | 900,000 | 12.3% |
| Facebook Inc(META) | CL A | 30303M102 | $75.9K | 725,000 | 9.9% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $59.7K | 1,850,000 | 7.8% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $52.8K | 800,000 | 6.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $43.9K | 65,000 | 5.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $41.3K | 1,600,000 | 5.4% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $39.0K | 600,000 | 5.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $34.3K | 300,000 | 4.5% |
| SBA Communications Corp | COM | 78388J106 | $31.5K | 300,000 | 4.1% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $31.1K | 170,000 | 4.1% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $29.2K | 310,000 | 3.8% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $28.2K | 160,000 | 3.7% |
| Pandora Media IncCall | CALL | 698354907 | $26.4K | 1,970,000 | 3.4% |
| Ishares TR | MSCI UTD KNGDM | 46434V548 | $21.8K | 1,350,000 | 2.8% |
| Priceline GRP Inc | COM NEW | 741503403 | $21.7K | 17,000 | 2.8% |
| Hubspot Inc(HUBS) | COM | 443573100 | $20.5K | 363,336 | 2.7% |
| Vipshop Hldgs LTD(VIPS) | SPONSORED ADR | 92763W103 | $20.5K | 1,339,222 | 2.7% |
| Zendesk Inc | COM | 98936J101 | $17.8K | 675,000 | 2.3% |
| YY Inc | ADS REPCOM CLA | 98426T106 | $17.5K | 280,000 | 2.3% |
| Charter Communications Inc DCall | CALL | 16117M905 | $11.0K | 60,000 | 1.4% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $10.7K | 230,692 | 1.4% |
| 21Vianet Group Inc(VNET) | SPONSORED ADR | 90138A103 | $10.6K | 500,000 | 1.4% |
| Infoblox Inc | COM | 45672H104 | $10.2K | 555,294 | 1.3% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $10.1K | 1,405,533 | 1.3% |
| Hortonworks Inc | COM | 440894103 | $6.0K | 275,000 | 0.8% |