Q4 2020 Holdings
Filed 2021-02-16 | 73 holdings | $41.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $31.3M | 134,493 | 75.2% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $9.9M | 45,122 | 23.8% |
| Boston Beer Inc(SAM) | CL A | 100557107 | $91.0K | 92 | 0.2% |
| Beyond Meat Inc(BYND) | COM | 08862E109 | $62.0K | 495 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $30.7K | 231,250 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $28.7K | 105,144 | 0.1% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $23.1K | 98,700 | 0.1% |
| Visa Inc(V) | COM CL A | 92826C839 | $19.1K | 87,443 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $18.5K | 102,003 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $14.5K | 102,549 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $14.5K | 40,646 | 0.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $10.9K | 170,924 | 0.0% |
| TAL Education Group(TAL) | SPONSORED ADS | 874080104 | $10.7K | 150,233 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $9.6K | 146,196 | 0.0% |
| TJX COS Inc New(TJX) | COM | 872540109 | $9.6K | 140,451 | 0.0% |
| Lauder Estee COS Inc(EL) | CL A | 518439104 | $9.0K | 33,923 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $7.7K | 22,189 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $7.7K | 35,820 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.7K | 14,171 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $6.7K | 45,006 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $5.9K | 96,598 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $4.7K | 44,275 | 0.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $3.9K | 12,367 | 0.0% |
| Brown Forman Corp(BF/B) | CL B | 115637209 | $3.9K | 48,810 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $2.8K | 866 | 0.0% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $2.6K | 78,392 | 0.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $1.6K | 892 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $822 | 14,992 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $493 | 5,960 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $337 | 5,772 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $308 | 7,512 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $294 | 3,433 | 0.0% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $291 | 1,348 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $231 | 695 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $219 | 1,781 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $200 | 1,487 | 0.0% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $195 | 1,289 | 0.0% |
| Monster Beverage Corp New(MNST) | COM | 61174X109 | $182 | 1,968 | 0.0% |
| YUM Brands Inc(YUM) | COM | 988498101 | $171 | 1,573 | 0.0% |
| General MLS Inc(GIS) | COM | 370334104 | $168 | 2,864 | 0.0% |
| Capri Holdings Limited(CPRI) | SHS | G1890L107 | $157 | 3,731 | 0.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $142 | 796 | 0.0% |
| Tapestry Inc(TPR) | COM | 876030107 | $135 | 4,352 | 0.0% |
| Clorox Co del(CLX) | COM | 189054109 | $132 | 654 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $130 | 3,742 | 0.0% |
| Hershey Co(HSY) | COM | 427866108 | $129 | 850 | 0.0% |
| Mccormick & Co Inc(MKC) | COM NON VTG | 579780206 | $129 | 1,350 | 0.0% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $117 | 4,179 | 0.0% |
| Five Below Inc(FIVE) | COM | 33829M101 | $117 | 667 | 0.0% |
| Ambev SA(ABEV) | SPONSORED ADR | 02319V103 | $116 | 37,992 | 0.0% |