Q4 2019 Holdings
Filed 2020-02-12 | 10 holdings | $146.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Elastic N V(ESTC) | ORD SHS | N14506104 | $18.9K | 293,296 | 12.9% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $17.8K | 442,678 | 12.2% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $16.7K | 489,500 | 11.4% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $16.2K | 28,350 | 11.1% |
| Palo Alto Networks Inc | NOTE 0.750% 7/0 | 697435AD7 | $15.3K | $13,821,000 | 10.4% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $12.9K | 86,000 | 8.8% |
| Stoneco LTD(STNE) | COM CL A | G85158106 | $12.7K | 317,280 | 8.7% |
| WIX COM LTD(WIX) | SHS | M98068105 | $12.5K | 102,231 | 8.6% |
| Arco Platform LTD | COM CL A | G04553106 | $11.7K | 265,583 | 8.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $11.6K | 1,124,498 | 8.0% |