Holdings
| AMZN AMAZON.COM INC | $1.05B | 20.7% | 1,464,127 | +421,887 | +40.5% | Added |
| CHTR CHARTER COMMUNICATIONS INC-A | $972.5M | 19.2% | 4,253,394 | +4,253,394 | — | New |
| PRICELINE GRP INC | $936.3M | 18.5% | 750,000 | +199,102 | +36.1% | Added |
| JD JD.COM INC-ADR | $934.2M | 18.5% | 44,005,044 | — | — | Held |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $466.6M | 9.2% | 3,259,626 | −355,000 | −9.8% | Reduced |
| MA MASTERCARD INC - A | $165.0M | 3.3% | 1,874,271 | −44,500 | −2.3% | Reduced |
| AAPL APPLE INC | $131.9M | 2.6% | 1,379,797 | −4,277,453 | −75.6% | Reduced |
| ETSY ETSY INC | $106.4M | 2.1% | 11,091,426 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $103.8M | 2.1% | 2,496,213 | +36,213 | +1.5% | Added |
| EHI CAR SVCS LTD | $84.3M | 1.7% | 8,334,863 | — | — | Held |
| TAL TAL EDUCATION GROUP- ADR | $37.4M | 0.7% | 602,500 | −1,112,500 | −64.9% | Reduced |
| ONDK ON DECK CAPITAL INC | $28.2M | 0.6% | 5,473,759 | −1,426,241 | −20.7% | Reduced |
| ATLASSIAN CORP PLC | $12.9M | 0.3% | 500,000 | — | — | Held |
| P EVERPURE INC-A | $10.9M | 0.2% | 1,000,000 | −4,242,615 | −80.9% | Reduced |
| XYZ BLOCK INC | $10.7M | 0.2% | 1,182,237 | −5,369,228 | −82.0% | Reduced |
| FITEUR FITBIT INC - A | $6.1M | 0.1% | 500,000 | — | — | Held |
| FEYECHF MANDIANT INC | $3.3M | 0.1% | 200,000 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $2.2M | 0.0% | 70,000 | — | — | Held |
| LCEUR HAPPEN INC | $1.2M | 0.0% | 275,000 | — | — | Held |
| AMERICAN FARMLAND CO | $362K | 0.0% | 60,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NFLX NETFLIX INC | 17,997,273 | $1.84B |
| CHARTER COMMUNICATIONS INC D | 1,960,980 | $397.0M |
| DATA TABLEAU SOFTWARE INC-CL A | 1,688,000 | $77.4M |
| XONUSD INTREXON CORP | 2,093,199 | $70.9M |
| GME GAMESTOP CORP-CLASS A | 1,750,000 | $55.5M |
| Z ZILLOW GROUP INC - C | 996,708 | $23.7M |
| CALM CAL-MAINE FOODS INC | 70,394 | $3.7M |
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.