Q1 2020 Holdings
Filed 2020-05-15 | 15 holdings | $35.2M | 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 | $19.8M | 101,800 | 56.2% |
| Cargurus Inc(CARG) | COM CL A | 141788109 | $15.2M | 802,124 | 43.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $39.8K | 897,300 | 0.1% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $32.4K | 3,815,201 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $30.8K | 455,947 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $30.8K | 15,800 | 0.1% |
| Insulet Corp(PODD) | COM | 45784P101 | $29.6K | 178,600 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $23.9K | 49,000 | 0.1% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $13.6K | 750,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $9.6K | 66,600 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $9.2K | 304,000 | 0.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $7.3K | 216,128 | 0.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $6.5K | 179,600 | 0.0% |
| Paysign Inc(PAYS) | COM | 70451A104 | $1.6K | 309,766 | 0.0% |
| Tilray Inc(TLRYEUR) | COM CL 2 | 88688T100 | $1.6K | 226,000 | 0.0% |