Holdings
| JD JD.COM INC-ADR | $2.39B | 24.5% | 70,175,611 | +49,254,282 | +235.4% | Added |
| NFLX NETFLIX INC | $1.69B | 17.3% | 2,571,039 | +2,415,162 | +1549.4% | Added |
| PRICELINE GRP INC | $838.1M | 8.6% | 727,939 | +313,122 | +75.5% | Added |
| MA MASTERCARD INC - A | $664.7M | 6.8% | 7,111,093 | — | — | Held |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $484.0M | 4.9% | 3,101,300 | −192,000 | −5.8% | Reduced |
| ATHM AUTOHOME INC-ADR | $441.5M | 4.5% | 8,735,000 | — | — | Held |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $335.1M | 3.4% | 15,062,072 | −888,077 | −5.6% | Reduced |
| AMZN AMAZON.COM INC | $324.3M | 3.3% | 747,000 | +747,000 | — | New |
| RESTORATION HARDWARE HLDGS I | $311.8M | 3.2% | 3,193,410 | — | — | Held |
| ZG ZILLOW GROUP INC - A | $310.8M | 3.2% | 3,582,691 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $282.1M | 2.9% | 1,255,501 | −1,313,114 | −51.1% | Reduced |
| DATA TABLEAU SOFTWARE INC-CL A | $270.6M | 2.8% | 2,347,103 | +659,787 | +39.1% | Added |
| LIBERTY INTERACTIVE CORP | $157.1M | 1.6% | 4,000,868 | −1,289,132 | −24.4% | Reduced |
| WUBAUSD 58.COM INC-ADR | $156.9M | 1.6% | 2,450,000 | — | — | Held |
| ETSY ETSY INC | $140.5M | 1.4% | 10,000,000 | +10,000,000 | — | New |
| KATE SPADE & CO | $133.5M | 1.4% | 6,200,000 | +2,623,835 | +73.4% | Added |
| 8L8C LIBERTY BROADBAND-C | $112.9M | 1.2% | 2,206,053 | −545,898 | −19.8% | Reduced |
| TRIP TRIPADVISOR INC | $106.5M | 1.1% | 1,222,425 | +1,222,425 | — | New |
| ONDK ON DECK CAPITAL INC | $79.3M | 0.8% | 6,850,000 | — | — | Held |
| SPLKCHF SPLUNK INC | $75.9M | 0.8% | 1,090,300 | +1,090,300 | — | New |
| GME GAMESTOP CORP-CLASS A | $75.2M | 0.8% | 1,750,000 | −250,000 | −12.5% | Reduced |
| CHARTER COMMUNICATIONS INC D | $69.0M | 0.7% | 402,909 | −789,632 | −66.2% | Reduced |
| VASCO DATA SEC INTL INC | $57.4M | 0.6% | 1,900,000 | — | — | Held |
| V VISA INC-CLASS A SHARES | $56.3M | 0.6% | 838,089 | — | — | Held |
| PPC PILGRIM'S PRIDE CORP | $45.9M | 0.5% | 2,000,000 | — | — | Held |
| TNET TRINET GROUP INC | $45.6M | 0.5% | 1,800,000 | −518,590 | −22.4% | Reduced |
| IBM INTL BUSINESS MACHINES CORP | $23.1M | 0.2% | 141,823 | — | — | Held |
| IPXLEUR IMPAX LABORATORIES INC | $19.7M | 0.2% | 430,000 | +430,000 | — | New |
| FITEUR FITBIT INC - A | $19.1M | 0.2% | 500,000 | +500,000 | — | New |
| DOORUSD MASONITE INTERNATIONAL CORP | $16.5M | 0.2% | 235,239 | −789,761 | −77.0% | Reduced |
| FEYECHF MANDIANT INC | $9.8M | 0.1% | 200,000 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $7.7M | 0.1% | 93,494 | −6,596,432 | −98.6% | Reduced |
| HORTONWORKS INC | $6.6M | 0.1% | 260,400 | — | — | Held |
| YODLEE INC | $5.1M | 0.1% | 350,000 | — | — | Held |
| EHI CAR SVCS LTD | $4.8M | 0.0% | 333,333 | +333,333 | — | New |
| LCEUR HAPPEN INC | $4.1M | 0.0% | 275,000 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $2.4M | 0.0% | 70,000 | +70,000 | — | New |
| VEEV VEEVA SYSTEMS INC-CLASS A | $2.1M | 0.0% | 75,000 | — | — | Held |
| IDREAMSKY TECHNOLOGY LIMITED | $1.3M | 0.0% | 100,000 | — | — | Held |
| NEWREUR NEW RELIC INC | $880K | 0.0% | 25,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TWENTY FIRST CENTY FOX INC | 16,805,219 | $568.7M |
| LBTYKUSD LIBERTY GLOBAL PLC- C | 9,288,326 | $462.7M |
| HERTZ GLOBAL HOLDINGS INC | 14,207,250 | $308.0M |
| 2663134D BITAUTO HOLDINGS LTD-ADR | 5,922,953 | $301.4M |
| CAR AVIS BUDGET GROUP INC | 4,850,254 | $286.2M |
| COLFAX CORP | 5,108,326 | $243.8M |
| QSR RESTAURANT BRANDS INTERN | 2,345,012 | $90.1M |
| SF9 SANDERSON FARMS INC | 925,000 | $73.7M |
| UTI WORLDWIDE INC | 5,129,000 | $63.1M |
| MMYT MAKEMYTRIP LTD | 1,904,391 | $41.8M |
| JOBSUSD 51JOB INC-ADR | 1,125,623 | $36.3M |
| TWTR TWITTER INC | 500,000 | $25.0M |
| MOMOUSD MOMO INC-SPON ADR | 2,180,000 | $23.1M |
| ZHAOPIN LTD | 1,275,000 | $20.1M |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | 330,000 | $19.3M |
| DDD 3D SYSTEMS CORP | 700,000 | $19.2M |
| XONUSD INTREXON CORP | 300,000 | $13.6M |
| MYGN MYRIAD GENETICS INC | 291,097 | $10.3M |
| QUNAR CAYMAN IS LTD | 150,000 | $6.2M |
| NIMBLE STORAGE INC | 250,000 | $5.6M |
| TRLA 2.75 12/15/20 PRN TRULIA LLC | 2,000,000 | $2.9M |
| ZIOPHARM ONCOLOGY INC | 200,000 | $2.2M |
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.