Q1 2023 Holdings
Filed 2023-05-15 | 10 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $406.6M | 4,698,142 | 36.4% |
| Doordash Inc(DASH) | CL A | 25809K105 | $371.7M | 5,848,641 | 33.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $107.2M | 371,681 | 9.6% |
| Teladoc Health Inc(TDOC) | COM | 87918A105 | $58.1M | 2,242,607 | 5.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $47.9M | 230,814 | 4.3% |
| Intellia Therapeutics Inc(NTLA) | COM | 45826J105 | $42.7M | 1,145,091 | 3.8% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $37.2M | 775,041 | 3.3% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $35.1M | 245,759 | 3.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $8.2M | 38,907 | 0.7% |
| Spdr SER TR(KBE) | S&P BK ETF | 78464A797 | $956.4K | 25,800 | 0.1% |