Holdings
| PRICELINE GRP INC | $1.95B | 16.8% | 1,041,006 | −18,080 | −1.7% | Reduced |
| JD JD.COM INC-ADR | $1.71B | 14.8% | 43,715,224 | −2,472,750 | −5.4% | Reduced |
| AMZN AMAZON.COM INC | $1.20B | 10.4% | 1,242,880 | −110,120 | −8.1% | Reduced |
| TDG TRANSDIGM GROUP INC | $1.08B | 9.3% | 4,000,000 | +1,459,272 | +57.4% | Added |
| APOLLO GLOBAL MGMT LLC | $869.8M | 7.5% | 32,885,212 | +9,550,313 | +40.9% | Added |
| MSFT MICROSOFT CORP | $722.9M | 6.3% | 10,487,500 | +8,369,500 | +395.2% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $612.3M | 5.3% | 4,345,920 | −409,325 | −8.6% | Reduced |
| DPZ DOMINO'S PIZZA INC | $423.1M | 3.7% | 2,000,000 | −900,524 | −31.0% | Reduced |
| CHTR CHARTER COMMUNICATIONS INC-A | $333.7M | 2.9% | 990,710 | −575,550 | −36.7% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $328.6M | 2.8% | 2,278,774 | +879,049 | +62.8% | Added |
| CMCSA COMCAST CORP-CLASS A | $282.2M | 2.4% | 7,250,000 | +2,050,000 | +39.4% | Added |
| FIAT CHRYSLER AUTOMOBILES N | $222.6M | 1.9% | 20,936,700 | −13,760,510 | −39.7% | Reduced |
| TAL TAL EDUCATION GROUP- ADR | $200.9M | 1.7% | 1,642,406 | −126,879 | −7.2% | Reduced |
| NETSHOES CAYMAN LTD | $168.7M | 1.5% | 8,865,903 | +8,865,903 | — | New |
| NEW ORIENTAL ED & TECH GRP I | $158.7M | 1.4% | 2,251,615 | −179,716 | −7.4% | Reduced |
| TDOC TELADOC HEALTH INC | $142.0M | 1.2% | 4,092,192 | −806,600 | −16.5% | Reduced |
| MA MASTERCARD INC - A | $127.9M | 1.1% | 1,053,341 | — | — | Held |
| ETSY ETSY INC | $118.2M | 1.0% | 7,878,223 | −633,480 | −7.4% | Reduced |
| QSR RESTAURANT BRANDS INTERN | $115.8M | 1.0% | 1,851,248 | −580,832 | −23.9% | Reduced |
| PRICELINE GRP INC CALL | $111.7M | 1.0% | 59,700 | — | — | Held |
| V VISA INC-CLASS A SHARES | $107.1M | 0.9% | 1,142,000 | — | — | Held |
| EHI CAR SVCS LTD | $83.2M | 0.7% | 8,334,863 | — | — | Held |
| AWI ARMSTRONG WORLD INDUSTRIES | $81.9M | 0.7% | 1,779,431 | +134,431 | +8.2% | Added |
| META META PLATFORMS INC-CLASS A | $80.2M | 0.7% | 531,000 | −174,196 | −24.7% | Reduced |
| AMT AMERICAN TOWER CORP | $80.1M | 0.7% | 605,000 | — | — | Held |
| NFLX NETFLIX INC | $56.2M | 0.5% | 376,400 | −52,600 | −12.3% | Reduced |
| OPTU OPTIMUM COMMUNICATIONS INC-A | $37.1M | 0.3% | 1,150,000 | +1,150,000 | — | New |
| GOOGL ALPHABET INC-CL A | $33.9M | 0.3% | 36,516 | −51,834 | −58.7% | Reduced |
| GOOG ALPHABET INC-CL C | $32.5M | 0.3% | 35,715 | −86,985 | −70.9% | Reduced |
| ATLASSIAN CORP PLC | $17.6M | 0.2% | 500,000 | — | — | Held |
| BARCLAYS BK PLC | $15.5M | 0.1% | 1,216,545 | — | — | Held |
| ZTO ZTO EXPRESS CAYMAN INC-ADR | $13.9M | 0.1% | 994,400 | — | — | Held |
| P EVERPURE INC-A | $12.8M | 0.1% | 1,000,000 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $6.1M | 0.1% | 70,000 | — | — | Held |
| ONDK ON DECK CAPITAL INC | $5.3M | 0.0% | 1,135,316 | −955,211 | −45.7% | Reduced |
| JMEIUSD JUMEI INTERNATIONAL-ADR | $5.3M | 0.0% | 2,479,085 | — | — | Held |
| JCPEUR J.C. PENNEY CO INC | $4.0M | 0.0% | 850,000 | +850,000 | — | New |
| FEYECHF MANDIANT INC | $3.0M | 0.0% | 200,000 | — | — | Held |
| FITEUR FITBIT INC - A | $2.7M | 0.0% | 500,000 | — | — | Held |
| LCEUR HAPPEN INC | $1.5M | 0.0% | 275,000 | — | — | Held |
| OKTA OKTA INC | $1.4M | 0.0% | 60,000 | +60,000 | — | New |
| CLDR CLOUDERA INC | $801K | 0.0% | 50,000 | +50,000 | — | New |
| FPI FARMLAND PARTNERS INC | $398K | 0.0% | 44,502 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| NTES NETEASE INC-ADR | 277,923 | $78.9M |
| MELI MERCADOLIBRE INC | 280,470 | $59.3M |
| ELF ELF BEAUTY INC | 425,000 | $12.2M |
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.