Holdings
| MSFT MICROSOFT CORP | $2.05B | 11.1% | 15,280,500 | +1,988,100 | +15.0% | Added |
| META META PLATFORMS INC-CLASS A | $1.73B | 9.4% | 8,975,100 | +136,983 | +1.5% | Added |
| JD JD.COM INC-ADR | $1.60B | 8.7% | 52,850,366 | −5,000,000 | −8.6% | Reduced |
| AMZN AMAZON.COM INC | $1.33B | 7.2% | 704,112 | — | — | Held |
| FIAT CHRYSLER AUTOMOBILES N | $1.30B | 7.1% | 94,248,728 | +5,951,971 | +6.7% | Added |
| APOLLO GLOBAL MGMT LLC | $1.29B | 7.0% | 37,663,500 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $999.5M | 5.4% | 2,066,000 | — | — | Held |
| NFLX NETFLIX INC | $788.6M | 4.3% | 2,146,813 | +37,000 | +1.8% | Added |
| BABA ALIBABA GROUP HOLDING-SP ADR | $733.6M | 4.0% | 4,329,245 | — | — | Held |
| SPOT SPOTIFY TECHNOLOGY SA | $608.4M | 3.3% | 4,161,135 | −4,042,100 | −49.3% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $485.1M | 2.6% | 1,727,100 | — | — | Held |
| SE SEA LTD-ADR | $451.7M | 2.4% | 13,598,500 | — | — | Held |
| RUN SUNRUN INC | $410.3M | 2.2% | 21,868,400 | +3,285,000 | +17.7% | Added |
| TAL TAL EDUCATION GROUP- ADR | $359.1M | 1.9% | 9,424,023 | — | — | Held |
| CRM SALESFORCE INC | $347.0M | 1.9% | 2,286,739 | — | — | Held |
| RNG RINGCENTRAL INC-CLASS A | $345.1M | 1.9% | 3,003,000 | +1,647,734 | +121.6% | Added |
| UBER UBER TECHNOLOGIES INC | $309.1M | 1.7% | 6,664,323 | +6,664,323 | — | New |
| ZEN1EUR ZENDESK INC | $240.6M | 1.3% | 2,702,000 | — | — | Held |
| MELI MERCADOLIBRE INC | $238.3M | 1.3% | 389,500 | — | — | Held |
| NEW ORIENTAL ED & TECH GRP I | $227.3M | 1.2% | 2,353,600 | — | — | Held |
| SVMKUSD SVMK INC | $224.3M | 1.2% | 13,584,284 | −4,862,267 | −26.4% | Reduced |
| NOW SERVICENOW INC | $219.5M | 1.2% | 799,600 | — | — | Held |
| GDS GDS HOLDINGS LTD - ADR | $215.3M | 1.2% | 5,730,659 | +5,730,659 | — | New |
| ADBE ADOBE INC | $210.4M | 1.1% | 714,000 | — | — | Held |
| CVNA CARVANA CO | $177.2M | 1.0% | 2,830,769 | +780,769 | +38.1% | Added |
| TWLO TWILIO INC - A | $147.1M | 0.8% | 1,079,000 | +29,000 | +2.8% | Added |
| MA MASTERCARD INC - A | $145.5M | 0.8% | 549,932 | — | — | Held |
| EB4 EVENTBRITE INC-CLASS A | $135.2M | 0.7% | 8,347,422 | −5,716,849 | −40.6% | Reduced |
| DESP1EUR DESPEGAR.COM CORP | $128.6M | 0.7% | 9,256,550 | −2,913,435 | −23.9% | Reduced |
| EGHT 8X8 INC | $114.0M | 0.6% | 4,730,000 | — | — | Held |
| SMARGBP SMARTSHEET INC-CLASS A | $109.1M | 0.6% | 2,255,000 | +2,025,000 | +880.4% | Added |
| ZM ZOOM COMMUNICATIONS INC | $106.5M | 0.6% | 1,200,000 | +1,200,000 | — | New |
| ATLASSIAN CORP PLC | $68.0M | 0.4% | 519,906 | +19,906 | +4.0% | Added |
| MDB MONGODB INC | $60.4M | 0.3% | 397,000 | +164,700 | +70.9% | Added |
| STNE STONECO LTD-A | $57.8M | 0.3% | 1,955,624 | −8,642,130 | −81.5% | Reduced |
| ESTC ELASTIC NV | $55.1M | 0.3% | 738,000 | — | — | Held |
| TME TENCENT MUSIC ENTERTAINM-ADR | $40.5M | 0.2% | 2,700,000 | −2,477,517 | −47.9% | Reduced |
| SWCHEUR SWITCH INC - A | $32.3M | 0.2% | 2,470,000 | — | — | Held |
| LINX S A | $30.6M | 0.2% | 3,350,000 | +3,350,000 | — | New |
| V VISA INC-CLASS A SHARES | $28.3M | 0.2% | 163,000 | — | — | Held |
| CHWY CHEWY INC - CLASS A | $28.0M | 0.2% | 800,000 | +800,000 | — | New |
| BARCLAYS BK PLC | $22.9M | 0.1% | 881,575 | — | — | Held |
| PDD PDD HOLDINGS INC | $22.4M | 0.1% | 1,088,000 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $21.0M | 0.1% | 70,000 | — | — | Held |
| R6G REDFIN CORP | $21.0M | 0.1% | 1,167,656 | −683,442 | −36.9% | Reduced |
| IQ IQIYI INC-ADR | $20.6M | 0.1% | 1,000,000 | — | — | Held |
| ZTO ZTO EXPRESS CAYMAN INC-ADR | $19.0M | 0.1% | 994,400 | — | — | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $17.1M | 0.1% | 250,000 | +250,000 | — | New |
| P EVERPURE INC-A | $15.3M | 0.1% | 1,000,000 | — | — | Held |
| DOCU DOCUSIGN INC | $14.9M | 0.1% | 300,000 | — | — | Held |
| PIVOTAL SOFTWARE INC | $13.7M | 0.1% | 1,300,000 | — | — | Held |
| FTCHQ FARFETCH LTD-CLASS A | $10.4M | 0.1% | 500,000 | — | — | Held |
| HUYA HUYA INC-ADR | $8.9M | 0.0% | 362,000 | — | — | Held |
| DAY DAYFORCE INC | $8.5M | 0.0% | 170,000 | — | — | Held |
| FSLY FASTLY INC - CLASS A | $8.1M | 0.0% | 400,000 | +400,000 | — | New |
| OKTA OKTA INC | $7.4M | 0.0% | 60,000 | — | — | Held |
| AVLRUSD AVALARA INC | $7.2M | 0.0% | 100,000 | — | — | Held |
| PD PAGERDUTY INC | $7.1M | 0.0% | 150,000 | +150,000 | — | New |
| LKNCY LUCKIN COFFEE INC - ADR | $5.8M | 0.0% | 300,000 | +300,000 | — | New |
| DBX DROPBOX INC-CLASS A | $5.0M | 0.0% | 200,000 | — | — | Held |
| RISE ED CAYMAN LTD | $4.8M | 0.0% | 500,000 | — | — | Held |
| TENB TENABLE HOLDINGS INC | $4.3M | 0.0% | 150,000 | — | — | Held |
| SWIUSD SOLARWINDS CORP | $3.7M | 0.0% | 200,000 | — | — | Held |
| FEYECHF MANDIANT INC | $3.0M | 0.0% | 200,000 | — | — | Held |
| ONESMART INTL ED GROUP LTD | $2.5M | 0.0% | 320,000 | — | — | Held |
| FITEUR FITBIT INC - A | $2.2M | 0.0% | 500,000 | — | — | Held |
| REAL REALREAL INC | $2.0M | 0.0% | 70,000 | +70,000 | — | New |
| BILI BILIBILI INC-SPONSORED ADR | $1.6M | 0.0% | 100,000 | — | — | Held |
| JCPEUR J.C. PENNEY CO INC | $969K | 0.0% | 850,000 | — | — | Held |
| LCEUR HAPPEN INC | $902K | 0.0% | 275,000 | — | — | Held |
| STGUSD SUNLANDS TECHNOLOGY- SP ADR | $717K | 0.0% | 300,000 | — | — | Held |
| SOGOEUR SOGOU INC-ADR | $615K | 0.0% | 150,000 | — | — | Held |
| FPI FARMLAND PARTNERS INC | $314K | 0.0% | 44,502 | — | — | Held |
| CLDR CLOUDERA INC | $263K | 0.0% | 50,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| BKNG BOOKING HOLDINGS INC | 283,507 | $494.7M |
| DPZ DOMINO'S PIZZA INC | 1,224,850 | $316.1M |
| QSR RESTAURANT BRANDS INTERN | 793,124 | $51.6M |
| UXIN LTD | 7,430,207 | $28.2M |
| NETSHOES CAYMAN LTD | 8,865,903 | $14.8M |
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.