Q2 2016 Holdings
Filed 2016-08-15 | 22 holdings | $547.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shopify Inc(SHOP) | CL A | 82509L107 | $57.7K | 1,875,000 | 10.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $53.7K | 75,000 | 9.8% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $50.1K | 471,051 | 9.1% |
| Facebook Inc(META) | CL A | 30303M102 | $40.0K | 350,000 | 7.3% |
| Wayfair Inc(W) | CL A | 94419L101 | $38.0K | 975,000 | 6.9% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $36.7K | 800,000 | 6.7% |
| Logmein Inc | COM | 54142L109 | $34.0K | 535,667 | 6.2% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $31.9K | 1,500,324 | 5.8% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $24.1K | 375,000 | 4.4% |
| Proofpoint Inc(PFPT) | COM | 743424103 | $22.9K | 363,107 | 4.2% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $22.4K | 281,933 | 4.1% |
| Hubspot Inc(HUBS) | COM | 443573100 | $19.5K | 450,000 | 3.6% |
| Lendingclub Corp | COM | 52603A109 | $17.0K | 3,945,405 | 3.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $15.2K | 400,000 | 2.8% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $14.5K | 102,877 | 2.6% |
| Care COM Inc(CRCMGBP) | COM | 141633107 | $14.1K | 1,203,680 | 2.6% |
| Netflix Inc(NFLX) | COM | 64110L106 | $13.5K | 147,555 | 2.5% |
| Priceline GRP Inc | COM NEW | 741503403 | $13.0K | 10,427 | 2.4% |
| Tableau Software Inc(DATA) | CL A | 87336U105 | $12.5K | 255,867 | 2.3% |
| JD COM IncCall | CALL | 47215P906 | $8.5K | 400,000 | 1.6% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $5.8K | 153,456 | 1.1% |
| Zendesk Inc | COM | 98936J101 | $2.6K | 100,000 | 0.5% |