Q1 2020 Holdings
Filed 2020-05-13 | 16 holdings | $98.9M | 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 | $97.2M | 500,000 | 98.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $225.3K | 600,000 | 0.2% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $165.1K | 2,775,000 | 0.2% |
| Electronic Arts Inc(EA) | COM | 285512109 | $160.3K | 1,600,000 | 0.2% |
| New York Times Co(NYT) | CL A | 650111107 | $147.4K | 4,800,000 | 0.1% |
| Xilinx Inc(XLNXEUR) | COM | 983919101 | $124.7K | 1,600,000 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $118.7K | 4,250,000 | 0.1% |
| Uber Technologies IncCall | COM | 90353T900 | $111.7K | 4,000,000 | 0.1% |
| Dropbox Inc(DBX) | CL A | 26210C104 | $108.6K | 6,000,000 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $97.5K | 50,000 | 0.1% |
| Coupa Software Inc(COUPEUR) | COM | 22266L106 | $90.8K | 650,000 | 0.1% |
| Arista Networks Inc(ANETEUR) | COM | 040413106 | $81.0K | 400,000 | 0.1% |
| Sailpoint Technlgies Hldgs I | COM | 78781P105 | $80.7K | 5,300,000 | 0.1% |
| Varonis SYS Inc(VRNS) | COM | 922280102 | $79.0K | 1,240,000 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $67.0K | 700,000 | 0.1% |
| Tripadvisor IncCall | COM | 896945901 | $26.1K | 1,500,000 | 0.0% |