Q1 2018 Holdings
Filed 2018-05-14 | 19 holdings | $75.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $40.8M | 222,145 | 53.9% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $23.1M | 565,343 | 30.5% |
| Blackline Inc(BL) | COM | 09239B109 | $11.1M | 284,159 | 14.7% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $109.0K | 2,855,567 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $79.8K | 499,463 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $68.7K | 415,277 | 0.1% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $67.0K | 838,868 | 0.1% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $54.2K | 1,338,647 | 0.1% |
| Cannae Hldgs Inc(CNNE) | COM | 13765N107 | $47.6K | 2,525,000 | 0.1% |
| Redfin Corp(RDFN) | COM | 75737F108 | $47.3K | 2,071,145 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $31.1K | 105,260 | 0.0% |
| Sendgrid Inc | COM | 816883102 | $24.5K | 869,067 | 0.0% |
| Dropbox Inc(DBX) | COM | 26210C104 | $23.4K | 750,000 | 0.0% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $22.1K | 637,868 | 0.0% |
| Sunlands Online ED Group | ADS | 86740P108 | $19.9K | 2,403,000 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $17.8K | 50,000 | 0.0% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $9.6K | 250,000 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $7.5K | 269,000 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $1.2K | 75,000 | 0.0% |