Q2 2019 Holdings
Filed 2019-08-13 | 30 holdings | $23.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baba US Equity(BABA) | SPONSORED ADS | 01609W102 | $16.2M | 95,600 | 70.1% |
| Csco US Equity(CSCO) | COM | 17275R102 | $3.7M | 67,500 | 16.0% |
| Adbe US Equity(ADBE) | COM | 00724F101 | $3.0M | 10,100 | 12.9% |
| Tsla US Equity(TSLA) | COM | 88160R101 | $71.2K | 318,800 | 0.3% |
| Amzn US Equity(AMZN) | COM | 023135106 | $32.0K | 16,900 | 0.1% |
| FB US Equity(META) | CL A | 30303M102 | $30.9K | 160,000 | 0.1% |
| Msft US Equity(MSFT) | COM | 594918104 | $20.2K | 150,500 | 0.1% |
| Aapl US Equity(AAPL) | COM | 037833100 | $20.0K | 101,000 | 0.1% |
| Googl US Equity(GOOGL) | CAP STK CL A | 02079K305 | $15.6K | 14,400 | 0.1% |
| Bidu US Equity(BIDUN) | SPON ADR REP A | 056752108 | $8.9K | 76,200 | 0.0% |
| Pypl US Equity(PYPL) | COM | 70450Y103 | $8.4K | 73,400 | 0.0% |
| VMW US Equity(VMWEUR) | CL A COM | 928563402 | $8.1K | 48,700 | 0.0% |
| Cybr US Equity | SHS | M2682V108 | $8.1K | 63,000 | 0.0% |
| Orcl US Equity(ORCL) | COM | 68389X105 | $5.7K | 100,500 | 0.0% |
| Yelp US Equity(YELP) | CL A | 985817105 | $5.5K | 159,500 | 0.0% |
| Nflx US Equity(NFLX) | COM | 64110L106 | $5.4K | 14,600 | 0.0% |
| Tlnd US Equity | ADS | 874224207 | $2.8K | 73,430 | 0.0% |
| Cblk US Equity | COM | 14081R103 | $1.6K | 95,793 | 0.0% |
| Nvda US Equity(NVDA) | COM | 67066G104 | $509 | 3,100 | 0.0% |
| CRM US Equity(CRM) | COM | 79466L302 | $243 | 1,600 | 0.0% |
| ZS US Equity(ZS) | COM | 98980G102 | $115 | 1,500 | 0.0% |
| Xlnx US Equity(XLNXEUR) | COM | 983919101 | $71 | 600 | 0.0% |
| Twlo US Equity(TWLO) | CL A | 90138F102 | $55 | 400 | 0.0% |
| Estc US Equity(ESTC) | ORD SHS | N14506104 | $37 | 500 | 0.0% |
| Twtr US Equity(TWTRUSD) | COM | 90184L102 | $35 | 1,000 | 0.0% |
| Tufn US Equity | SHS | M8893U102 | $26 | 1,000 | 0.0% |
| Fsly US Equity(FSLY) | CL A | 31188V100 | $20 | 1,000 | 0.0% |
| Pvtl US Equity | COM CL A | 72582H107 | $11 | 1,000 | 0.0% |
| Intc US Equity(INTC) | COM | 458140100 | $5 | 100 | 0.0% |