Q2 2019 Holdings
Filed 2019-08-14 | 17 holdings | $196.8M | 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 | $110.1M | 650,000 | 56.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $85.5M | 525,000 | 43.5% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $134.5K | 2,850,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $128.6K | 350,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $124.0K | 3,800,000 | 0.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $111.4K | 1,100,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $88.6K | 700,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $80.1K | 700,000 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $70.9K | 2,075,000 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $65.0K | 1,050,000 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $62.1K | 3,100,000 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $61.5K | 275,000 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $58.0K | 1,250,000 | 0.0% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $56.4K | 2,250,000 | 0.0% |
| Tesla IncCall | COM | 88160R901 | $44.7K | 200,000 | 0.0% |
| Electronic Arts IncCall | COM | 285512909 | $40.5K | 400,000 | 0.0% |
| Activision Blizzard IncCall | COM | 00507V909 | $11.8K | 250,000 | 0.0% |