Q4 2020 Holdings
Filed 2021-02-02 | 10 holdings | $74.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $39.1M | 168,000 | 52.2% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $35.3M | 70,500 | 47.1% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $177.7K | 1,000,000 | 0.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $62.7K | 114,000 | 0.1% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $58.6K | 820,000 | 0.1% |
| Okta Inc(OKTA) | CL A | 679295105 | $57.5K | 226,000 | 0.1% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $42.7K | 157,000 | 0.1% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $40.7K | 183,000 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $39.5K | 190,000 | 0.1% |
| Workday Inc(WDAY) | CL A | 98138H101 | $39.3K | 164,000 | 0.1% |