Q1 2019 Holdings
Filed 2019-05-14 | 10 holdings | $155.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC rActivecorp(IACIEUR) | COM | 44919P508 | $29.0K | 138,043 | 18.7% |
| Twilio Inc(TWLO) | COM | 90138F102 | $19.9K | 153,927 | 12.8% |
| Carvana Co(CVNA) | COM | 146869102 | $19.5K | 336,200 | 12.6% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $18.2K | 74,729 | 11.7% |
| Wix.Com Ltd(WIX) | COM | M98068105 | $16.8K | 139,344 | 10.8% |
| At Home Group Inc(HOME) | COM | 04650Y100 | $13.6K | 760,294 | 8.7% |
| Sharpspring Inc(SHSP) | COM | 820054104 | $13.0K | 810,798 | 8.4% |
| Gogo Inc(GOGO) | COM | 38046C109 | $12.5K | 2,780,647 | 8.0% |
| TriNet Group Inc(TNET) | COM | 896288107 | $8.9K | 148,370 | 5.7% |
| Landcadia Holdings Inc | COM | 930752100 | $4.1K | 330,000 | 2.6% |