Holdings
| SPOT SPOTIFY TECHNOLOGY SA | $2.15B | 11.2% | 12,802,361 | +12,802,361 | — | New |
| AMZN AMAZON.COM INC | $2.03B | 10.6% | 1,197,150 | — | — | Held |
| JD JD.COM INC-ADR | $1.59B | 8.3% | 40,783,124 | −652,720 | −1.6% | Reduced |
| BKNG BOOKING HOLDINGS INC | $1.33B | 6.9% | 657,122 | — | — | Held |
| MSFT MICROSOFT CORP | $1.30B | 6.7% | 13,150,300 | −57,000 | −0.4% | Reduced |
| APOLLO GLOBAL MGMT LLC | $1.10B | 5.7% | 34,422,807 | +100,000 | +0.3% | Added |
| META META PLATFORMS INC-CLASS A | $1.03B | 5.3% | 5,278,160 | +309,745 | +6.2% | Added |
| NFLX NETFLIX INC | $844.5M | 4.4% | 2,157,450 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $840.2M | 4.4% | 2,434,500 | −331,000 | −12.0% | Reduced |
| BABA ALIBABA GROUP HOLDING-SP ADR | $824.9M | 4.3% | 4,445,919 | +620,574 | +16.2% | Added |
| DESP1EUR DESPEGAR.COM CORP | $633.4M | 3.3% | 30,204,172 | — | — | Held |
| DPZ DOMINO'S PIZZA INC | $594.2M | 3.1% | 2,105,700 | — | — | Held |
| TWTR TWITTER INC | $511.4M | 2.7% | 11,709,500 | +2,251,031 | +23.8% | Added |
| FIAT CHRYSLER AUTOMOBILES N | $492.1M | 2.6% | 26,049,289 | — | — | Held |
| MELI MERCADOLIBRE INC | $444.4M | 2.3% | 1,486,501 | +690,836 | +86.8% | Added |
| TAL TAL EDUCATION GROUP- ADR | $370.5M | 1.9% | 10,067,238 | — | — | Held |
| CRM SALESFORCE INC | $321.6M | 1.7% | 2,358,000 | +100,000 | +4.4% | Added |
| ADSK AUTODESK INC | $303.8M | 1.6% | 2,317,523 | +62,000 | +2.7% | Added |
| NEW ORIENTAL ED & TECH GRP I | $271.7M | 1.4% | 2,870,008 | — | — | Held |
| NOW SERVICENOW INC | $262.9M | 1.4% | 1,524,100 | +1,166,300 | +326.0% | Added |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $236.1M | 1.2% | 1,121,000 | — | — | Held |
| UXIN LTD | $225.2M | 1.2% | 24,910,522 | +24,910,522 | — | New |
| RUN SUNRUN INC | $183.3M | 1.0% | 13,937,606 | +8,194,606 | +142.7% | Added |
| META CALL META PLATFORMS INC-CLASS A | $148.7M | 0.8% | 765,000 | — | — | Held |
| SE SEA LTD-ADR | $122.2M | 0.6% | 8,148,458 | +5,820,322 | +250.0% | Added |
| MA MASTERCARD INC - A | $118.5M | 0.6% | 602,833 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $114.6M | 0.6% | 1,900,000 | — | — | Held |
| V VISA INC-CLASS A SHARES | $105.0M | 0.5% | 793,000 | — | — | Held |
| COUPEUR COUPA SOFTWARE INC | $88.1M | 0.5% | 1,415,000 | +1,415,000 | — | New |
| BILI BILIBILI INC-SPONSORED ADR | $81.7M | 0.4% | 5,838,922 | +28,695 | +0.5% | Added |
| ADBE ADOBE INC | $70.0M | 0.4% | 287,000 | +287,000 | — | New |
| GDS GDS HOLDINGS LTD - ADR | $62.0M | 0.3% | 1,547,020 | +1,547,020 | — | New |
| R6G REDFIN CORP | $54.3M | 0.3% | 2,352,991 | −5,337,100 | −69.4% | Reduced |
| HUYA HUYA INC-ADR | $36.4M | 0.2% | 1,106,991 | +1,106,991 | — | New |
| BEDUUSD BRIGHT SCHOLAR EDUCATION-ADR | $33.5M | 0.2% | 2,016,707 | +437,760 | +27.7% | Added |
| BARCLAYS BK PLC | $32.6M | 0.2% | 881,575 | +360,606 | +69.2% | Added |
| IQ IQIYI INC-ADR | $32.3M | 0.2% | 1,000,000 | — | — | Held |
| PIVOTAL SOFTWARE INC | $31.6M | 0.2% | 1,300,000 | +1,300,000 | — | New |
| ATLASSIAN CORP PLC | $31.3M | 0.2% | 500,000 | — | — | Held |
| P EVERPURE INC-A | $23.9M | 0.1% | 1,000,000 | — | — | Held |
| NETSHOES CAYMAN LTD | $21.0M | 0.1% | 8,865,903 | — | — | Held |
| ZTO ZTO EXPRESS CAYMAN INC-ADR | $19.9M | 0.1% | 994,400 | — | — | Held |
| DOCU DOCUSIGN INC | $15.9M | 0.1% | 300,000 | +300,000 | — | New |
| PUXIN LTD | $15.0M | 0.1% | 700,000 | +700,000 | — | New |
| SWCHEUR SWITCH INC - A | $11.0M | 0.1% | 900,000 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $10.2M | 0.1% | 70,000 | — | — | Held |
| RISE ED CAYMAN LTD | $7.1M | 0.0% | 500,000 | — | — | Held |
| DBX DROPBOX INC-CLASS A | $6.5M | 0.0% | 200,000 | — | — | Held |
| DAY DAYFORCE INC | $5.6M | 0.0% | 170,000 | +170,000 | — | New |
| AVLRUSD AVALARA INC | $5.3M | 0.0% | 100,000 | +100,000 | — | New |
| ONESMART INTL ED GROUP LTD | $3.6M | 0.0% | 320,000 | — | — | Held |
| FITEUR FITBIT INC - A | $3.3M | 0.0% | 500,000 | — | — | Held |
| FEYECHF MANDIANT INC | $3.1M | 0.0% | 200,000 | — | — | Held |
| OKTA OKTA INC | $3.0M | 0.0% | 60,000 | — | — | Held |
| STGUSD SUNLANDS TECHNOLOGY- SP ADR | $2.7M | 0.0% | 300,000 | — | — | Held |
| MDB MONGODB INC | $2.5M | 0.0% | 50,000 | — | — | Held |
| JCPEUR J.C. PENNEY CO INC | $2.0M | 0.0% | 850,000 | — | — | Held |
| SOGOEUR SOGOU INC-ADR | $1.7M | 0.0% | 150,000 | — | — | Held |
| LCEUR HAPPEN INC | $1.0M | 0.0% | 275,000 | — | — | Held |
| CLDR CLOUDERA INC | $682K | 0.0% | 50,000 | — | — | Held |
| FPI FARMLAND PARTNERS INC | $392K | 0.0% | 44,502 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EHI CAR SVCS LTD | 5,264,080 | $61.9M |
| SINA SINA CORP | 135,000 | $14.1M |
| ARCC ARES CAPITAL CORP | 719,620 | $11.4M |
| UAL UNITED AIRLINES HOLDINGS INC | 22,488 | $1.6M |
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.