Q2 2018 Holdings
Filed 2018-07-19 | 8 holdings | $706.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon.com Inc(AMZN) | COM | 023135106 | $141.2K | 83,000 | 20.0% |
| Visa Inc(V) | CL A | 92826C839 | $132.7K | 1,000,000 | 18.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $124.3K | 1,260,000 | 17.6% |
| Facebook Inc(META) | CL A | 30303M102 | $78.5K | 400,000 | 11.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $67.2K | 170,000 | 9.5% |
| Tencent HD(TCEHY) | UNSPONSORED ADR | 88032Q109 | $58.7K | 1,200,000 | 8.3% |
| Alibaba Group HD(BABA) | SPONSORED ADR | 01609W102 | $52.7K | 280,000 | 7.5% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $51.3K | 380,000 | 7.3% |