Q2 2020 Holdings
Filed 2020-08-10 | 29 holdings | $70.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baba US Equity(BABA) | SPONSORED ADS | 01609W102 | $20.6M | 95,600 | 29.4% |
| Adsk US Equity(ADSK) | COM | 052769106 | $18.8M | 78,400 | 26.7% |
| Adbe US Equity(ADBE) | COM | 00724F101 | $18.4M | 42,300 | 26.3% |
| AMD US Equity(AMD) | COM | 007903107 | $11.8M | 224,500 | 16.8% |
| Tsla US Equity(TSLA) | COM | 88160R101 | $257.9K | 238,800 | 0.4% |
| Nvda US Equity(NVDA) | COM | 67066G104 | $37.7K | 99,150 | 0.1% |
| Amzn US Equity(AMZN) | COM | 023135106 | $37.0K | 13,400 | 0.1% |
| CRM US Equity(CRM) | COM | 79466L302 | $28.3K | 151,200 | 0.0% |
| Msft US Equity(MSFT) | COM | 594918104 | $23.8K | 116,800 | 0.0% |
| Wday US Equity(WDAY) | CL A | 98138H101 | $21.0K | 112,000 | 0.0% |
| NOW US Equity(NOW) | COM | 81762P102 | $20.6K | 50,900 | 0.0% |
| Team US Equity(TEAM) | CL A | G06242104 | $18.1K | 100,200 | 0.0% |
| VMW US Equity(VMWEUR) | CL A COM | 928563402 | $11.8K | 76,500 | 0.0% |
| TSM US Equity(TSM) | SPONSORED ADS | 874039100 | $11.8K | 208,000 | 0.0% |
| FB US Equity(META) | CL A | 30303M102 | $9.9K | 43,500 | 0.0% |
| Qcom US Equity(QCOM) | COM | 747525103 | $8.7K | 95,100 | 0.0% |
| Estc US Equity(ESTC) | ORD SHS | N14506104 | $8.1K | 87,300 | 0.0% |
| MDB US Equity(MDB) | CL A | 60937P106 | $7.7K | 34,000 | 0.0% |
| Lyft US Equity(LYFT) | CL A COM | 55087P104 | $5.6K | 169,000 | 0.0% |
| Qrvo US Equity(QRVO) | COM | 74736K101 | $3.3K | 29,500 | 0.0% |
| Tlnd US Equity | ADS | 874224207 | $2.5K | 73,430 | 0.0% |
| Intc US Equity | COM | 458104100 | $2.2K | 36,100 | 0.0% |
| Xlnx US Equity | COM | 938919101 | $1.6K | 16,600 | 0.0% |
| Spot US Equity(SPOT) | SHS | L8681T102 | $1.5K | 5,800 | 0.0% |
| DIS US Equity(DIS) | COM DISNEY | 254687106 | $1.5K | 13,000 | 0.0% |
| Asml US Equity(ASML) | N Y REGISTRY SHS | N07059210 | $736 | 2,000 | 0.0% |
| MU US Equity(MU) | COMN | 595112103 | $361 | 7,000 | 0.0% |
| Mdla US Equity(MDLA) | COM | 584021109 | $328 | 13,010 | 0.0% |
| Plan US Equity(PLANUSD) | COM | 03272L108 | $181 | 4,000 | 0.0% |