Holdings
| PRICELINE GRP INC | $1.35B | 19.5% | 920,669 | +170,669 | +22.8% | Added |
| AMZN AMAZON.COM INC | $1.12B | 16.2% | 1,342,548 | −121,579 | −8.3% | Reduced |
| CHTR CHARTER COMMUNICATIONS INC-A | $896.0M | 12.9% | 3,318,793 | −934,601 | −22.0% | Reduced |
| JD JD.COM INC-ADR | $873.1M | 12.6% | 33,463,775 | −10,541,269 | −24.0% | Reduced |
| BABA ALIBABA GROUP HOLDING-SP ADR | $568.5M | 8.2% | 5,373,553 | +5,373,553 | — | New |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $417.8M | 6.0% | 2,405,049 | −854,577 | −26.2% | Reduced |
| AAPL APPLE INC | $407.6M | 5.9% | 3,605,810 | +2,226,013 | +161.3% | Added |
| GOOG ALPHABET INC-CL C | $220.7M | 3.2% | 283,877 | +283,877 | — | New |
| MA MASTERCARD INC - A | $193.8M | 2.8% | 1,904,444 | +30,173 | +1.6% | Added |
| CMCSA COMCAST CORP-CLASS A | $174.8M | 2.5% | 2,635,039 | +2,635,039 | — | New |
| ETSY ETSY INC | $147.3M | 2.1% | 10,315,737 | −775,689 | −7.0% | Reduced |
| PRICELINE GRP INC CALL | $110.2M | 1.6% | 74,900 | +74,900 | — | New |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $107.1M | 1.5% | 7,300,568 | +7,300,568 | — | New |
| QSR RESTAURANT BRANDS INTERN | $95.8M | 1.4% | 2,147,815 | −348,398 | −14.0% | Reduced |
| EHI CAR SVCS LTD | $85.4M | 1.2% | 8,334,863 | — | — | Held |
| V VISA INC-CLASS A SHARES | $49.6M | 0.7% | 599,800 | +599,800 | — | New |
| AWI ARMSTRONG WORLD INDUSTRIES | $35.9M | 0.5% | 869,159 | +869,159 | — | New |
| ONDK ON DECK CAPITAL INC | $21.8M | 0.3% | 3,829,872 | −1,643,887 | −30.0% | Reduced |
| ATLASSIAN CORP PLC | $15.0M | 0.2% | 500,000 | — | — | Held |
| P EVERPURE INC-A | $13.6M | 0.2% | 1,000,000 | — | — | Held |
| WUBAUSD 58.COM INC-ADR | $9.3M | 0.1% | 195,069 | +195,069 | — | New |
| FITEUR FITBIT INC - A | $7.4M | 0.1% | 500,000 | — | — | Held |
| JMEIUSD JUMEI INTERNATIONAL-ADR | $3.1M | 0.0% | 533,834 | +533,834 | — | New |
| SHOP SHOPIFY INC - CLASS A | $3.0M | 0.0% | 70,000 | — | — | Held |
| FEYECHF MANDIANT INC | $2.9M | 0.0% | 200,000 | — | — | Held |
| LCEUR HAPPEN INC | $1.7M | 0.0% | 275,000 | — | — | Held |
| AMERICAN FARMLAND CO | $473K | 0.0% | 60,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TAL TAL EDUCATION GROUP- ADR | 602,500 | $37.4M |
| XYZ BLOCK INC | 1,182,237 | $10.7M |
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.