Q2 2020 Holdings
Filed 2020-08-14 | 20 holdings | $22.3M | 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 | $22.0M | 101,800 | 98.3% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $58.4K | 544,300 | 0.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $43.6K | 15,800 | 0.2% |
| Insulet Corp(PODD) | COM | 45784P101 | $35.4K | 182,300 | 0.2% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $30.8K | 358,600 | 0.1% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $29.8K | 3,210,201 | 0.1% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $28.3K | 310,600 | 0.1% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $21.4K | 297,200 | 0.1% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $17.5K | 17,800 | 0.1% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $16.3K | 750,000 | 0.1% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $15.0K | 250,000 | 0.1% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $14.8K | 258,233 | 0.1% |
| Legend Biotech Corp(LEGN) | SPONSORED ADS | 52490G102 | $13.4K | 314,200 | 0.1% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $11.8K | 117,800 | 0.1% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $11.5K | 945,000 | 0.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $8.1K | 139,900 | 0.0% |
| Tilray Inc(TLRYEUR) | COM CL 2 | 88688T100 | $7.8K | 1,095,224 | 0.0% |
| Aurora Cannabis Inc | COM | 05156X884 | $7.8K | 628,849 | 0.0% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $6.6K | 180,368 | 0.0% |
| Zuora Inc(ZUOUSD) | COM CL A | 98983V106 | $6.3K | 491,000 | 0.0% |