Q1 2020 Holdings
Filed 2020-05-05 | 10 holdings | $53.4M | 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 | $30.7M | 158,000 | 57.6% |
| Adobe Inc(ADBE) | COM | 00724F101 | $22.4M | 70,500 | 42.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $43.1K | 810,000 | 0.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $36.0K | 1,000,000 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $32.7K | 114,000 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $26.9K | 220,000 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $25.3K | 176,000 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $23.5K | 150,000 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $22.5K | 190,000 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $16.4K | 126,000 | 0.0% |