Q4 2019 Holdings
Filed 2020-02-12 | 11 holdings | $14.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cargurus Inc(CARG) | COM CL A | 141788109 | $13.8M | 393,665 | 98.5% |
| Etsy Inc(ETSY) | COM | 29786A106 | $45.1K | 1,017,579 | 0.3% |
| Electronic Arts Inc(EA) | COM | 285512109 | $36.7K | 340,914 | 0.3% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $35.8K | 1,115,560 | 0.3% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $35.6K | 1,172,014 | 0.3% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $34.4K | 237,958 | 0.2% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $7.3K | 12,680 | 0.1% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $6.6K | 3,227 | 0.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $4.7K | 250,765 | 0.0% |
| Tucows Inc(TCX) | COM NEW | 898697206 | $4.0K | 64,284 | 0.0% |
| Intelsat S ACall | CALL | L5140P101 | $16 | 15,500 | 0.0% |