Q2 2018 Holdings
Filed 2018-07-31 | 20 holdings | $237.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $35.3K | 180,006 | 14.9% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $33.4K | 29,658 | 14.1% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $32.4K | 172,075 | 13.7% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $20.8K | 251,910 | 8.8% |
| Michael Kors Hldgs LTD | SHS CL A | G60754101 | $17.6K | 262,521 | 7.4% |
| Tapestry Inc(TPR) | COM | 876030107 | $15.3K | 327,740 | 6.5% |
| Apple Inc(AAPL) | COM | 037833100 | $12.5K | 67,247 | 5.3% |
| Ball Corp(BALL) | COM | 058498106 | $11.9K | 337,493 | 5.0% |
| Liberty Global PLC | SHS CL C | G5480U120 | $9.4K | 349,160 | 4.0% |
| Ebay Inc(EBAY) | COM | 278642103 | $9.0K | 247,931 | 3.8% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $8.4K | 4,142 | 3.5% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $6.8K | 23,033 | 2.9% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $6.0K | 50,046 | 2.5% |
| West Pharmaceutical Services(WST) | COM | 955306105 | $5.1K | 51,886 | 2.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.8K | 2,820 | 2.0% |
| Yandex NV(NBIS) | SHS CLASS A | N97284108 | $2.7K | 77,183 | 1.1% |
| DR Reddys Labs LTD(RDY) | ADR | 256135203 | $2.4K | 73,313 | 1.0% |
| Companhia Brasileira de Dist | SPN ADR PFD CL A | 20440T201 | $1.8K | 90,457 | 0.8% |
| Teva Pharmaceutical Inds LTD(TEVA) | ADR | 881624209 | $900 | 36,430 | 0.4% |
| Industrias Bachoco | SPON ADR B | 456463108 | $625 | 6,534 | 0.3% |