Q1 2020 Holdings
Filed 2020-05-14 | 11 holdings | $254.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wingstop Inc(WING) | COM | 974155103 | $61.0K | 755,536 | 24.0% |
| Etsy Inc(ETSY) | COM | 29786A106 | $50.1K | 1,321,559 | 19.7% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $35.2K | 1,072,473 | 13.9% |
| Workday Inc(WDAY) | CL A | 98138H101 | $29.1K | 212,062 | 11.5% |
| 58 COM Inc(WUBAUSD) | SPON ADR REP A | 31680Q104 | $23.5K | 502,890 | 9.3% |
| Grubhub Inc | COM | 400110102 | $19.3K | 445,689 | 7.6% |
| Boot Barn Hldgs Inc(BOOT) | COM | 099406100 | $13.2K | 1,055,783 | 5.2% |
| Alphabet Inc(GOOG) | CL C | 02079K107 | $12.2K | 10,672 | 4.8% |
| Snap Inc(SNAP) | CL A | 83304A106 | $7.6K | 645,040 | 3.0% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $1.9K | 103,411 | 0.8% |
| Cinemark Holdings Inc(CNK) | COM | 17243V102 | $677 | 66,992 | 0.3% |