Q4 2017 Holdings
Filed 2018-02-14 | 17 holdings | $15.7M | 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 | $15.5M | 90,146 | 98.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $24.3K | 126,843 | 0.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $23.6K | 20,159 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $22.9K | 129,895 | 0.1% |
| Lumentum Hldgs Inc(LITE) | COM | 55024U109 | $15.3K | 312,026 | 0.1% |
| Himax Technologies IncCall | CALL | 43289P906 | $11.5K | 700,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $11.2K | 85,787 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $10.6K | 103,669 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.5K | 122,162 | 0.1% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $10.1K | 228,449 | 0.1% |
| Himax Technologies Inc(HIMX) | SPONSORED ADR | 43289P106 | $9.2K | 881,100 | 0.1% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $8.8K | 214,030 | 0.1% |
| Twitter IncCall | CALL | 90184L902 | $7.2K | 300,000 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $6.8K | 91,900 | 0.0% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $6.7K | 34,371 | 0.0% |
| JD COM Inc(JD) | SPON ADR CL A | 47215P106 | $6.5K | 157,700 | 0.0% |
| Stmicroelectronics N V(STM) | NY REGISTRY | 861012102 | $4.6K | 209,200 | 0.0% |