Q1 2019 Holdings
Filed 2019-05-13 | 17 holdings | $234.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autodesk Inc(ADSK) | COM | 052769106 | $93.5M | 600,000 | 40.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $87.6M | 480,000 | 37.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $52.0M | 150,000 | 22.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $133.7K | 375,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $123.2K | 3,750,000 | 0.1% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $120.7K | 2,650,000 | 0.1% |
| Pypl Hldgs Inc(PYPL) | COM | 70450Y103 | $103.8K | 1,000,000 | 0.0% |
| Electronic Arts Inc(EA) | COM | 285512109 | $81.3K | 800,000 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $69.0K | 2,000,000 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $68.2K | 750,000 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $56.0K | 200,000 | 0.0% |
| Electronic Arts IncCall | COM | 285512909 | $40.7K | 400,000 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $35.8K | 600,000 | 0.0% |
| Netflix IncCall | COM | 64110L906 | $35.7K | 100,000 | 0.0% |
| NXP Semiconductors N V(NXPI) | COM | N6596X109 | $35.4K | 400,000 | 0.0% |
| Activision Blizzard IncCall | COM | 00507V909 | $11.4K | 250,000 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $783 | 10,000 | 0.0% |