Q2 2020 Holdings
Filed 2020-08-10 | 51 holdings | $16.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $7.6M | 145,000 | 47.2% |
| Adobe Inc(ADBE) | COM | 00724F101 | $4.3M | 9,966 | 26.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $3.9M | 7,594 | 23.9% |
| Amplify ETF TR(IBUY) | ONLIN RETL ETF | 032108102 | $230.0K | 3,266 | 1.4% |
| Apple Inc(AAPL) | COM | 037833100 | $6.4K | 17,459 | 0.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $6.2K | 15,299 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $5.8K | 2,089 | 0.0% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $5.6K | 92,841 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.4K | 26,711 | 0.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $5.2K | 29,669 | 0.0% |
| Qualcomm Inc(QCOM) | COM | 747525103 | $4.9K | 53,810 | 0.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.8K | 10,439 | 0.0% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $4.6K | 12,602 | 0.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $4.6K | 4,856 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $4.6K | 23,566 | 0.0% |
| Resmed Inc(RMD) | COM | 761152107 | $4.5K | 23,666 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.5K | 15,309 | 0.0% |
| Newmont Corp(NEM) | COM | 651639106 | $4.4K | 70,552 | 0.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $4.1K | 24,314 | 0.0% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $4.1K | 76,730 | 0.0% |
| Proshares TR(DOG) | PSHS SHORT DOW30 | 74347B235 | $3.0K | 63,214 | 0.0% |
| Livongo Health Inc(LVGO) | COM | 539183103 | $1.3K | 16,659 | 0.0% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $1.1K | 14,428 | 0.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $1.1K | 4,494 | 0.0% |
| Vertex Pharmaceuticals Inc(VRTX) | COM | 92532F100 | $1.0K | 3,531 | 0.0% |
| Paycom Software Inc(PAYC) | COM | 70432V102 | $999 | 3,225 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $992 | 3,838 | 0.0% |
| Chipotle Mexican Grill Inc(CMG) | COM | 169656105 | $986 | 937 | 0.0% |
| Workday Inc(WDAY) | CL A | 98138H101 | $971 | 5,181 | 0.0% |
| 1Life Healthcare Inc | COM | 68269G107 | $952 | 26,225 | 0.0% |
| Lululemon Athletica Inc(LULU) | COM | 550021109 | $944 | 3,024 | 0.0% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $933 | 1,313 | 0.0% |
| The Trade Desk Inc(TTD) | COM CL A | 88339J105 | $906 | 2,230 | 0.0% |
| Monolithic PWR SYS Inc(MPWR) | COM | 609839105 | $894 | 3,774 | 0.0% |
| Proshares TR | SHORT QQQ NEW | 74347B714 | $888 | 46,751 | 0.0% |
| Anglogold Ashanti Limited(AU3EUR) | SPONSORED ADR | 035128206 | $881 | 29,866 | 0.0% |
| Fair Isaac Corp(FICO) | COM | 303250104 | $875 | 2,093 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $870 | 14,796 | 0.0% |
| Abiomed Inc(ABMDEUR) | COM | 003654100 | $863 | 3,574 | 0.0% |
| Marketaxess Hldgs Inc(MKTX) | COM | 57060D108 | $833 | 1,662 | 0.0% |
| Dexcom Inc(DXCM) | COM | 252131107 | $809 | 1,995 | 0.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $799 | 14,082 | 0.0% |
| Blackstone Group Inc(BX) | COM CL A | 09260D107 | $793 | 14,003 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $792 | 8,660 | 0.0% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $747 | 3,912 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $740 | 1,054 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $719 | 2,734 | 0.0% |
| Netease Inc(NTES) | SPONSORED ADS | 64110W102 | $697 | 1,624 | 0.0% |
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $652 | 2,190 | 0.0% |
| Nextera Energy Inc(NEE) | COM | 65339F101 | $630 | 2,623 | 0.0% |