Q4 2019 Holdings
Filed 2020-02-14 | 27 holdings | $31.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $25.0M | 544,885 | 78.8% |
| Chewy Inc(CHWY) | CL A | 16679L109 | $6.3M | 217,605 | 19.9% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $36.7K | 617,046 | 0.1% |
| Nvidia Corp(NVDA) | COM | 67066G104 | $33.3K | 141,548 | 0.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $28.3K | 67,621 | 0.1% |
| Facebook Inc(META) | CL A | 30303M102 | $27.5K | 133,827 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $26.8K | 20,041 | 0.1% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $23.2K | 160,620 | 0.1% |
| Redfin Corp(RDFN) | COM | 75737F108 | $22.9K | 1,081,473 | 0.1% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $20.5K | 167,560 | 0.1% |
| Wayfair Inc(W) | CL A | 94419L101 | $16.7K | 184,619 | 0.1% |
| Snap Inc(SNAP) | CL A | 83304A106 | $16.3K | 1,001,100 | 0.1% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $16.3K | 378,356 | 0.1% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $16.0K | 1,883,975 | 0.1% |
| Square Inc(XYZ) | CL A | 852234103 | $15.1K | 241,400 | 0.0% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $13.7K | 138,935 | 0.0% |
| Nike Inc(NKE) | CL B | 654106103 | $13.4K | 131,800 | 0.0% |
| Advanced Micro Devices Inc(AMD)Put | COM | 007903107 | $12.5K | 272,000 | 0.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $11.2K | 173,900 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $11.1K | 144,268 | 0.0% |
| Nvidia Corp(NVDA)Put | COM | 67066G104 | $10.0K | 42,500 | 0.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $9.4K | 147,400 | 0.0% |
| Ulta Beauty Inc(ULTA) | COM | 90384S303 | $7.3K | 29,000 | 0.0% |
| Micron Technology Inc(MU) | COM | 595112103 | $7.0K | 129,800 | 0.0% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $4.5K | 32,601 | 0.0% |
| Tractor Supply Co(TSCO) | COM | 892356106 | $4.0K | 42,400 | 0.0% |
| Roku Inc(ROKU) | COM CL A | 77543R102 | $1.1K | 8,388 | 0.0% |