Q3 2019 Holdings
Filed 2019-10-15 | 10 holdings | $44.5M | 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 | $25.4M | 152,000 | 57.1% |
| Adobe Inc(ADBE) | COM | 00724F101 | $18.9M | 68,500 | 42.5% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $28.8K | 840,000 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $28.7K | 890,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $26.9K | 106,000 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $23.8K | 160,000 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $21.1K | 214,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $20.6K | 121,000 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $18.8K | 150,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $13.7K | 7,900 | 0.0% |