Q3 2019 Holdings
Filed 2019-11-13 | 17 holdings | $214.3M | 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 | $117.1M | 700,000 | 54.6% |
| Autodesk Inc(ADSK) | COM | 052769106 | $96.0M | 650,000 | 44.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $167.3K | 625,000 | 0.1% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $150.8K | 2,850,000 | 0.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $136.9K | 1,400,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $128.2K | 4,500,000 | 0.1% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $100.9K | 5,000,000 | 0.0% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $94.6K | 730,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $77.7K | 750,000 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $77.1K | 320,000 | 0.0% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $74.8K | 4,000,000 | 0.0% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $65.8K | 1,100,000 | 0.0% |
| Netflix IncCall | COM | 64110L906 | $40.1K | 150,000 | 0.0% |
| Electronic Arts IncCall | COM | 285512909 | $39.1K | 400,000 | 0.0% |
| Tesla IncCall | COM | 88160R901 | $24.1K | 100,000 | 0.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $17.4K | 500,000 | 0.0% |
| Ping Identity Hldg Corp | COM | 72341T103 | $6.9K | 400,000 | 0.0% |