Q3 2018 Holdings
Filed 2018-11-13 | 12 holdings | $46.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group HD(BABA) | SPONSORED ADR | 01609W102 | $46.1M | 280,000 | 98.6% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $126.2K | 63,000 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $109.8K | 960,000 | 0.2% |
| Visa Inc(V) | CL A | 92826C839 | $105.1K | 700,000 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $98.7K | 600,000 | 0.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $63.6K | 170,000 | 0.1% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $60.4K | 380,000 | 0.1% |
| Tencent HD(TCEHY) | UNSPONSORED ADR | 88032Q109 | $49.0K | 1,200,000 | 0.1% |
| New Oriental ADR | SPONSORED ADR | 647581107 | $14.8K | 200,000 | 0.0% |
| Take-Two INT Softwre(TTWO) | COM | 874054109 | $13.8K | 100,000 | 0.0% |
| Skechers USA(SKAA) | CL A | 830566105 | $5.6K | 200,000 | 0.0% |
| National Vision HD(EYE) | COM | 63845R107 | $2.3K | 50,000 | 0.0% |