Q4 2018 Holdings
Filed 2019-02-12 | 15 holdings | $169.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $64.3M | 500,000 | 38.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $61.7M | 450,000 | 36.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $42.7M | 150,000 | 25.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $93.7K | 350,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $93.6K | 4,200,000 | 0.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $87.5K | 2,500,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $84.1K | 1,000,000 | 0.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $65.2K | 1,400,000 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $62.9K | 1,000,000 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $51.3K | 700,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $47.3K | 600,000 | 0.0% |
| Netflix IncCall | COM | 64110L906 | $26.8K | 100,000 | 0.0% |
| Electronic Arts IncCall | COM | 285512909 | $15.8K | 200,000 | 0.0% |
| Cornerstone Ondemand Inc(CSOD) | COM | 21925Y103 | $15.1K | 300,000 | 0.0% |
| Solarwinds Corp | COM | 83417Q105 | $9.0K | 650,000 | 0.0% |