Q3 2019 Holdings
Filed 2019-10-04 | 14 holdings | $879.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Intuit Inc(INTU) | COM | 461202103 | $119.7K | 450,000 | 13.6% |
| Visa Inc(V) | CL A | 92826C839 | $103.2K | 600,000 | 11.7% |
| Facebook Inc(META) | CL A | 30303M102 | $90.8K | 510,000 | 10.3% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $85.3K | 70,000 | 9.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $82.0K | 590,000 | 9.3% |
| Ollie's Bargain Outlet Holdings(OLLI) | COM | 681116109 | $67.4K | 1,150,000 | 7.7% |
| Salesforce.com Inc(CRM) | COM | 79466L302 | $56.4K | 380,000 | 6.4% |
| New Oriental ADR | SPONSORED ADR | 647581107 | $55.4K | 500,000 | 6.3% |
| First Republic Bank/(FRCB) | COM | 33616C100 | $48.4K | 500,000 | 5.5% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $46.9K | 27,000 | 5.3% |
| Netflix Inc(NFLX) | COM | 64110L106 | $45.5K | 170,000 | 5.2% |
| Skechers USA(SKAA) | CL A | 830566105 | $37.4K | 1,000,000 | 4.2% |
| Take-Two INT Softwre(TTWO) | COM | 874054109 | $32.6K | 260,000 | 3.7% |
| National Vision HD(EYE) | COM | 63845R107 | $8.4K | 350,000 | 1.0% |