Holdings
| AMZN AMAZON.COM INC | $1.73B | 11.5% | 1,197,150 | +81,000 | +7.3% | Added |
| JD JD.COM INC-ADR | $1.68B | 11.2% | 41,435,844 | +655,351 | +1.6% | Added |
| BKNG BOOKING HOLDINGS INC | $1.37B | 9.1% | 657,122 | +657,122 | — | New |
| MSFT MICROSOFT CORP | $1.21B | 8.0% | 13,207,300 | +3,620,414 | +37.8% | Added |
| APOLLO GLOBAL MGMT LLC | $1.02B | 6.8% | 34,322,807 | +100,000 | +0.3% | Added |
| DESP1EUR DESPEGAR.COM CORP | $943.9M | 6.3% | 30,204,172 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $848.8M | 5.6% | 2,765,500 | +845,895 | +44.1% | Added |
| META META PLATFORMS INC-CLASS A | $793.9M | 5.3% | 4,968,415 | +2,545,238 | +105.0% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $702.1M | 4.7% | 3,825,345 | +23,800 | +0.6% | Added |
| NFLX NETFLIX INC | $637.2M | 4.2% | 2,157,450 | +403,151 | +23.0% | Added |
| FIAT CHRYSLER AUTOMOBILES N | $534.5M | 3.6% | 26,049,289 | +3,924,289 | +17.7% | Added |
| DPZ DOMINO'S PIZZA INC | $491.8M | 3.3% | 2,105,700 | +30,300 | +1.5% | Added |
| TAL TAL EDUCATION GROUP- ADR | $373.4M | 2.5% | 10,067,238 | — | — | Held |
| MELI MERCADOLIBRE INC | $283.6M | 1.9% | 795,665 | +795,665 | — | New |
| ADSK AUTODESK INC | $283.2M | 1.9% | 2,255,523 | +95,000 | +4.4% | Added |
| TWTR TWITTER INC | $274.4M | 1.8% | 9,458,469 | +9,458,469 | — | New |
| CRM SALESFORCE INC | $262.6M | 1.7% | 2,258,000 | +1,513,000 | +203.1% | Added |
| NEW ORIENTAL ED & TECH GRP I | $251.6M | 1.7% | 2,870,008 | — | — | Held |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $227.0M | 1.5% | 1,121,000 | −257,146 | −18.7% | Reduced |
| R6G REDFIN CORP | $175.6M | 1.2% | 7,690,091 | — | — | Held |
| META CALL META PLATFORMS INC-CLASS A | $122.2M | 0.8% | 765,000 | +765,000 | — | New |
| QSR RESTAURANT BRANDS INTERN | $108.1M | 0.7% | 1,900,000 | — | — | Held |
| MA MASTERCARD INC - A | $105.6M | 0.7% | 602,833 | −156,508 | −20.6% | Reduced |
| V VISA INC-CLASS A SHARES | $94.9M | 0.6% | 793,000 | — | — | Held |
| BILI BILIBILI INC-SPONSORED ADR | $63.9M | 0.4% | 5,810,227 | +5,810,227 | — | New |
| EHI CAR SVCS LTD | $61.9M | 0.4% | 5,264,080 | −3,070,783 | −36.8% | Reduced |
| NOW SERVICENOW INC | $59.2M | 0.4% | 357,800 | −468,500 | −56.7% | Reduced |
| NETSHOES CAYMAN LTD | $52.5M | 0.3% | 8,865,903 | — | — | Held |
| RUN SUNRUN INC | $51.3M | 0.3% | 5,743,000 | +5,743,000 | — | New |
| ATLASSIAN CORP PLC | $27.0M | 0.2% | 500,000 | — | — | Held |
| SE SEA LTD-ADR | $26.2M | 0.2% | 2,328,136 | +2,328,136 | — | New |
| BARCLAYS BK PLC | $24.6M | 0.2% | 520,969 | — | — | Held |
| BEDUUSD BRIGHT SCHOLAR EDUCATION-ADR | $24.4M | 0.2% | 1,578,947 | +1,578,947 | — | New |
| P EVERPURE INC-A | $19.9M | 0.1% | 1,000,000 | — | — | Held |
| IQ IQIYI INC-ADR | $15.6M | 0.1% | 1,000,000 | +1,000,000 | — | New |
| ZTO ZTO EXPRESS CAYMAN INC-ADR | $14.9M | 0.1% | 994,400 | — | — | Held |
| SWCHEUR SWITCH INC - A | $14.3M | 0.1% | 900,000 | — | — | Held |
| SINA SINA CORP | $14.1M | 0.1% | 135,000 | — | — | Held |
| ARCC ARES CAPITAL CORP | $11.4M | 0.1% | 719,620 | +719,620 | — | New |
| SHOP SHOPIFY INC - CLASS A | $8.7M | 0.1% | 70,000 | — | — | Held |
| RISE ED CAYMAN LTD | $7.7M | 0.1% | 500,000 | — | — | Held |
| DBX DROPBOX INC-CLASS A | $6.3M | 0.0% | 200,000 | +200,000 | — | New |
| ONESMART INTL ED GROUP LTD | $3.4M | 0.0% | 320,000 | +320,000 | — | New |
| FEYECHF MANDIANT INC | $3.4M | 0.0% | 200,000 | — | — | Held |
| JCPEUR J.C. PENNEY CO INC | $2.6M | 0.0% | 850,000 | — | — | Held |
| FITEUR FITBIT INC - A | $2.5M | 0.0% | 500,000 | — | — | Held |
| STGUSD SUNLANDS TECHNOLOGY- SP ADR | $2.5M | 0.0% | 300,000 | +300,000 | — | New |
| OKTA OKTA INC | $2.4M | 0.0% | 60,000 | — | — | Held |
| MDB MONGODB INC | $2.2M | 0.0% | 50,000 | — | — | Held |
| UAL UNITED AIRLINES HOLDINGS INC | $1.6M | 0.0% | 22,488 | +22,488 | — | New |
| SOGOEUR SOGOU INC-ADR | $1.2M | 0.0% | 150,000 | — | — | Held |
| CLDR CLOUDERA INC | $1.1M | 0.0% | 50,000 | — | — | Held |
| LCEUR HAPPEN INC | $963K | 0.0% | 275,000 | — | — | Held |
| FPI FARMLAND PARTNERS INC | $372K | 0.0% | 44,502 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PRICELINE GRP INC | 802,612 | $1.39B |
| CMCSA COMCAST CORP-CLASS A | 5,020,000 | $201.1M |
| ETSY ETSY INC | 4,177,723 | $85.4M |
| GOOG ALPHABET INC-CL C | 73,320 | $76.7M |
| GOOGL ALPHABET INC-CL A | 72,290 | $76.2M |
| GOOG CALL ALPHABET INC-CL C | 50,000 | $52.3M |
| CHTR PUT CHARTER COMMUNICATIONS INC-A | 135,000 | $45.4M |
| CHTR CHARTER COMMUNICATIONS INC-A | 134,934 | $45.3M |
| MA PUT MASTERCARD INC - A | 156,600 | $23.7M |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | 295,000 | $13.0M |
| JD CALL JD.COM INC-ADR | 240,000 | $9.9M |
| TDOC TELADOC HEALTH INC | 235,558 | $8.2M |
| HTT HIGH TEMPLAR TECH LIMITED | 330,000 | $4.1M |
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.