Q4 2019 Holdings
Filed 2020-02-04 | 10 holdings | $56.7M | 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 | $32.2M | 152,000 | 56.9% |
| Adobe Inc(ADBE) | COM | 00724F101 | $24.2M | 73,500 | 42.8% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $39.0K | 810,000 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $34.8K | 920,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $32.7K | 116,000 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $26.8K | 165,000 | 0.0% |
| Okta Inc(OKTA) | CL A | 679295105 | $25.2K | 218,000 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $19.3K | 158,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $18.1K | 110,000 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.4K | 6,700 | 0.0% |