Q4 2018 Holdings
Filed 2019-02-12 | 13 holdings | $39.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group HD(BABA) | SPONSORED ADR | 01609W102 | $38.4M | 280,000 | 98.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $97.5K | 960,000 | 0.3% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $94.6K | 63,000 | 0.2% |
| Visa Inc(V) | CL A | 92826C839 | $92.4K | 700,000 | 0.2% |
| Intuit Inc(INTU) | COM | 461202103 | $70.9K | 360,000 | 0.2% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $52.0K | 380,000 | 0.1% |
| Tencent HD(TCEHY) | UNSPONSORED ADR | 88032Q109 | $47.4K | 1,200,000 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $45.5K | 170,000 | 0.1% |
| First Republic Bank/(FRCB) | COM | 33616C100 | $43.5K | 500,000 | 0.1% |
| New Oriental ADR | SPONSORED ADR | 647581107 | $27.4K | 500,000 | 0.1% |
| Take-Two INT Softwre(TTWO) | COM | 874054109 | $26.8K | 260,000 | 0.1% |
| Skechers USA(SKAA) | CL A | 830566105 | $22.9K | 1,000,000 | 0.1% |
| National Vision HD(EYE) | COM | 63845R107 | $9.9K | 350,000 | 0.0% |