Holdings
| NFLX NETFLIX INC | $1.86B | 22.9% | 17,997,273 | +15,426,234 | +600.0% | Added |
| AMZN AMAZON.COM INC | $1.63B | 20.1% | 3,193,590 | +2,446,590 | +327.5% | Added |
| JD JD.COM INC-ADR | $1.50B | 18.5% | 57,528,990 | −12,646,621 | −18.0% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $628.9M | 7.7% | 4,570,000 | +1,468,700 | +47.4% | Added |
| RESTORATION HARDWARE HLDGS I | $298.0M | 3.7% | 3,193,410 | — | — | Held |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $293.0M | 3.6% | 17,437,672 | +2,375,600 | +15.8% | Added |
| ATHM AUTOHOME INC-ADR | $284.1M | 3.5% | 8,735,000 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $259.2M | 3.2% | 1,220,282 | −35,219 | −2.8% | Reduced |
| MA MASTERCARD INC - A | $222.3M | 2.7% | 2,466,401 | −4,644,692 | −65.3% | Reduced |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | $200.4M | 2.5% | 1,885,000 | +1,885,000 | — | New |
| DATA TABLEAU SOFTWARE INC-CL A | $187.3M | 2.3% | 2,347,103 | — | — | Held |
| ETSY ETSY INC | $136.9M | 1.7% | 10,000,000 | — | — | Held |
| TIME WARNER CABLE INC | $104.0M | 1.3% | 580,000 | +580,000 | — | New |
| GME GAMESTOP CORP-CLASS A | $72.1M | 0.9% | 1,750,000 | — | — | Held |
| ONDK ON DECK CAPITAL INC | $67.8M | 0.8% | 6,850,000 | — | — | Held |
| SPLKCHF SPLUNK INC | $60.3M | 0.7% | 1,090,300 | — | — | Held |
| KATE SPADE & CO | $59.7M | 0.7% | 3,125,000 | −3,075,000 | −49.6% | Reduced |
| CHARTER COMMUNICATIONS INC D | $55.4M | 0.7% | 315,000 | −87,909 | −21.8% | Reduced |
| PPC PILGRIM'S PRIDE CORP | $41.6M | 0.5% | 2,000,000 | — | — | Held |
| EROSUSD EROS INTERNATIONAL PLC | $32.6M | 0.4% | 1,200,000 | +1,200,000 | — | New |
| VASCO DATA SEC INTL INC | $26.4M | 0.3% | 1,549,900 | −350,100 | −18.4% | Reduced |
| ANETEUR ARISTA NETWORKS INC | $24.5M | 0.3% | 400,000 | +400,000 | — | New |
| IBM INTL BUSINESS MACHINES CORP | $20.6M | 0.3% | 141,823 | — | — | Held |
| FITEUR FITBIT INC - A | $18.8M | 0.2% | 500,000 | — | — | Held |
| FEYECHF MANDIANT INC | $6.4M | 0.1% | 200,000 | — | — | Held |
| HORTONWORKS INC | $5.7M | 0.1% | 260,400 | — | — | Held |
| YODLEE INC | $5.6M | 0.1% | 350,000 | — | — | Held |
| EHI CAR SVCS LTD | $3.9M | 0.0% | 333,333 | — | — | Held |
| LCEUR HAPPEN INC | $3.6M | 0.0% | 275,000 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $3.4M | 0.0% | 58,403 | −35,091 | −37.5% | Reduced |
| SHOP SHOPIFY INC - CLASS A | $2.5M | 0.0% | 70,000 | — | — | Held |
| VEEV VEEVA SYSTEMS INC-CLASS A | $1.8M | 0.0% | 75,000 | — | — | Held |
| IDREAMSKY TECHNOLOGY LIMITED | $1.0M | 0.0% | 100,000 | — | — | Held |
| NEWREUR NEW RELIC INC | $953K | 0.0% | 25,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PRICELINE GRP INC | 727,939 | $838.1M |
| ZG ZILLOW GROUP INC - A | 3,582,691 | $310.8M |
| LIBERTY INTERACTIVE CORP | 4,000,868 | $157.1M |
| WUBAUSD 58.COM INC-ADR | 2,450,000 | $156.9M |
| 8L8C LIBERTY BROADBAND-C | 2,206,053 | $112.9M |
| TRIP TRIPADVISOR INC | 1,222,425 | $106.5M |
| V VISA INC-CLASS A SHARES | 838,089 | $56.3M |
| TNET TRINET GROUP INC | 1,800,000 | $45.6M |
| IPXLEUR IMPAX LABORATORIES INC | 430,000 | $19.7M |
| DOORUSD MASONITE INTERNATIONAL CORP | 235,239 | $16.5M |
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.