Holdings
| PRICELINE GRP INC | $1.89B | 18.9% | 1,059,086 | −196,906 | −15.7% | Reduced |
| JD JD.COM INC-ADR | $1.44B | 14.4% | 46,187,974 | +398,153 | +0.9% | Added |
| AMZN AMAZON.COM INC | $1.20B | 12.0% | 1,353,000 | −28,929 | −2.1% | Reduced |
| APOLLO GLOBAL MGMT LLC | $567.5M | 5.7% | 23,334,899 | +23,334,899 | — | New |
| TDG TRANSDIGM GROUP INC | $559.4M | 5.6% | 2,540,728 | +2,111,957 | +492.6% | Added |
| DPZ DOMINO'S PIZZA INC | $534.6M | 5.4% | 2,900,524 | +2,288,235 | +373.7% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $512.8M | 5.1% | 4,755,245 | −528,578 | −10.0% | Reduced |
| CHTR CHARTER COMMUNICATIONS INC-A | $512.7M | 5.1% | 1,566,260 | −760,740 | −32.7% | Reduced |
| FIAT CHRYSLER AUTOMOBILES N | $379.2M | 3.8% | 34,697,210 | −18,042,869 | −34.2% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $212.0M | 2.1% | 1,399,725 | −1,521,228 | −52.1% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $195.5M | 2.0% | 5,200,000 | +2,600,000 | +100.0% | Added |
| TAL TAL EDUCATION GROUP- ADR | $188.6M | 1.9% | 1,769,285 | +497,684 | +39.1% | Added |
| NEW ORIENTAL ED & TECH GRP I | $146.8M | 1.5% | 2,431,331 | +858,309 | +54.6% | Added |
| MSFT MICROSOFT CORP | $139.5M | 1.4% | 2,118,000 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $135.6M | 1.4% | 2,432,080 | +130,000 | +5.6% | Added |
| TDOC TELADOC HEALTH INC | $122.5M | 1.2% | 4,898,792 | +4,898,792 | — | New |
| MA MASTERCARD INC - A | $118.5M | 1.2% | 1,053,341 | — | — | Held |
| PRICELINE GRP INC CALL | $106.3M | 1.1% | 59,700 | — | — | Held |
| GOOG ALPHABET INC-CL C | $101.8M | 1.0% | 122,700 | −67,800 | −35.6% | Reduced |
| V VISA INC-CLASS A SHARES | $101.5M | 1.0% | 1,142,000 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $100.2M | 1.0% | 705,196 | +338,396 | +92.3% | Added |
| ETSY ETSY INC | $90.5M | 0.9% | 8,511,703 | −227,551 | −2.6% | Reduced |
| EHI CAR SVCS LTD | $84.3M | 0.8% | 8,334,863 | — | — | Held |
| NTES NETEASE INC-ADR | $78.9M | 0.8% | 277,923 | +85,969 | +44.8% | Added |
| AWI ARMSTRONG WORLD INDUSTRIES | $75.8M | 0.8% | 1,645,000 | +115,000 | +7.5% | Added |
| GOOGL ALPHABET INC-CL A | $74.9M | 0.8% | 88,350 | −97,750 | −52.5% | Reduced |
| AMT AMERICAN TOWER CORP | $73.5M | 0.7% | 605,000 | +605,000 | — | New |
| NFLX NETFLIX INC | $63.4M | 0.6% | 429,000 | +429,000 | — | New |
| MELI MERCADOLIBRE INC | $59.3M | 0.6% | 280,470 | −264,876 | −48.6% | Reduced |
| BARCLAYS BK PLC | $19.2M | 0.2% | 1,216,545 | +1,216,545 | — | New |
| ATLASSIAN CORP PLC | $15.0M | 0.2% | 500,000 | — | — | Held |
| ZTO ZTO EXPRESS CAYMAN INC-ADR | $13.0M | 0.1% | 994,400 | — | — | Held |
| ELF ELF BEAUTY INC | $12.2M | 0.1% | 425,000 | +425,000 | — | New |
| ONDK ON DECK CAPITAL INC | $10.5M | 0.1% | 2,090,527 | −370,488 | −15.1% | Reduced |
| P EVERPURE INC-A | $9.8M | 0.1% | 1,000,000 | — | — | Held |
| JMEIUSD JUMEI INTERNATIONAL-ADR | $9.1M | 0.1% | 2,479,085 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $4.8M | 0.0% | 70,000 | — | — | Held |
| FITEUR FITBIT INC - A | $3.0M | 0.0% | 500,000 | — | — | Held |
| FEYECHF MANDIANT INC | $2.5M | 0.0% | 200,000 | — | — | Held |
| LCEUR HAPPEN INC | $1.5M | 0.0% | 275,000 | — | — | Held |
| FPI FARMLAND PARTNERS INC | $497K | 0.0% | 44,502 | +44,502 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SYMCEUR SYMANTEC CORP | 2,630,000 | $62.8M |
| VIPS VIPSHOP HOLDINGS LTD - ADR | 5,018,401 | $55.3M |
| AMERICAN FARMLAND CO | 60,000 | $478K |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.