Q1 2019 Holdings
Filed 2019-05-15 | 25 holdings | $196.7M | 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 | $195.3M | 1,070,320 | 99.3% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $420.5K | 3,255,478 | 0.2% |
| Ceridian HCM Hldg Inc(DAY) | COM | 15677J108 | $142.2K | 2,772,832 | 0.1% |
| Tencent Music Entmt Group(TME) | SPON ADS | 88034P109 | $142.1K | 7,852,770 | 0.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $130.1K | 937,410 | 0.1% |
| Greensky Inc | CL A | 39572G100 | $116.7K | 9,017,341 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $93.1K | 377,777 | 0.0% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $87.6K | 1,334,194 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $80.2K | 481,266 | 0.0% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $45.4K | 89,500 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $39.1K | 500,000 | 0.0% |
| Upwork Inc(UPWK) | COM | 91688F104 | $30.6K | 1,600,000 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $29.2K | 81,805 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $24.0K | 300,000 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $19.3K | 718,924 | 0.0% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $14.4K | 350,000 | 0.0% |
| Sunlands Online ED Group | ADS | 86740P108 | $11.4K | 3,170,555 | 0.0% |
| Svmk Inc | COM | 78489X103 | $8.4K | 459,977 | 0.0% |
| Futu Hldgs LTD(FUTU) | SPONSORED ADS | 36118L106 | $7.4K | 400,000 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $5.9K | 194,651 | 0.0% |
| Eventbrite Inc(EB) | COM CL A | 29975E109 | $3.0K | 155,000 | 0.0% |
| Redfin Corp(RDFN) | COM | 75737F108 | $2.5K | 122,391 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $2.0K | 50,000 | 0.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $2.0K | 48,388 | 0.0% |
| Tenable Hldgs Inc(TENB) | COM | 88025T102 | $637 | 20,123 | 0.0% |