Q3 2019 Holdings
Filed 2019-11-14 | 22 holdings | $26.5M | 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 | $20.5M | 122,427 | 77.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $5.9M | 202,300 | 22.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.5K | 8,333 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $12.5K | 10,272 | 0.0% |
| Splunk Inc(SPLKCHF) | COM | 848637104 | $12.4K | 105,550 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $11.8K | 84,712 | 0.0% |
| Anaplan Inc(PLANUSD) | COM | 03272L108 | $11.5K | 244,456 | 0.0% |
| New Oriental ED & Tech GRP I | SPON ADR | 647581107 | $10.5K | 94,652 | 0.0% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $10.0K | 276,592 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $9.9K | 373,300 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $8.2K | 32,463 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $7.9K | 53,543 | 0.0% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $7.7K | 227,000 | 0.0% |
| Snap Inc(SNAP) | CL A | 83304A106 | $7.5K | 473,900 | 0.0% |
| Godaddy Inc(GDDY) | CL A | 380237107 | $5.0K | 76,400 | 0.0% |
| Western Digital Corp(WDC) | COM | 958102105 | $5.0K | 83,102 | 0.0% |
| Greensky Inc | CL A | 39572G100 | $4.5K | 656,204 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $3.9K | 39,600 | 0.0% |
| Pagerduty Inc(PD) | COM | 69553P100 | $2.0K | 71,300 | 0.0% |
| Docusign Inc(DOCU) | COM | 256163106 | $2.0K | 32,487 | 0.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $1.9K | 118,793 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $1.8K | 17,571 | 0.0% |