Q4 2019 Holdings
Filed 2020-02-13 | 16 holdings | $179.2M | 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 | $127.3M | 600,000 | 71.0% |
| Autodesk Inc(ADSK) | COM | 052769106 | $50.5M | 275,000 | 28.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $194.1K | 600,000 | 0.1% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $164.9K | 2,775,000 | 0.1% |
| New York Times Co(NYT) | CL A | 650111107 | $151.7K | 4,715,000 | 0.1% |
| Electronic Arts Inc(EA) | COM | 285512109 | $148.9K | 1,385,000 | 0.1% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $103.0K | 5,750,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $102.4K | 700,000 | 0.1% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $94.4K | 4,000,000 | 0.1% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $86.6K | 1,115,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $86.5K | 800,000 | 0.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $83.7K | 200,000 | 0.0% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $81.4K | 400,000 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $66.9K | 2,250,000 | 0.0% |
| Netflix IncCall | COM | 64110L906 | $48.5K | 150,000 | 0.0% |
| Uber Technologies IncCall | COM | 90353T900 | $29.7K | 1,000,000 | 0.0% |