Q2 2019 Holdings
Filed 2019-07-12 | 10 holdings | $37.5M | 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 | $23.0M | 136,000 | 61.5% |
| Adobe Inc(ADBE) | COM | 00724F101 | $14.3M | 48,500 | 38.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $23.8K | 625,000 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $18.2K | 147,000 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $18.1K | 66,000 | 0.0% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $15.9K | 105,000 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $15.3K | 740,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $14.6K | 71,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $14.0K | 7,400 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $13.9K | 122,000 | 0.0% |