Holdings
| AMZN AMAZON.COM INC | $2.16B | 17.4% | 3,193,590 | — | — | Held |
| NFLX NETFLIX INC | $2.06B | 16.5% | 17,997,273 | — | — | Held |
| JD JD.COM INC-ADR | $1.92B | 15.5% | 59,615,495 | +2,086,505 | +3.6% | Added |
| AAPL APPLE INC | $1.12B | 9.0% | 10,600,000 | +10,600,000 | — | New |
| PRICELINE GRP INC | $966.9M | 7.8% | 758,389 | +758,389 | — | New |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $755.9M | 6.1% | 49,500,000 | +32,062,328 | +183.9% | Added |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $653.2M | 5.3% | 4,570,000 | — | — | Held |
| TDG TRANSDIGM GROUP INC | $278.8M | 2.2% | 1,220,282 | — | — | Held |
| RESTORATION HARDWARE HLDGS I | $253.7M | 2.0% | 3,193,410 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $239.2M | 1.9% | 6,402,200 | +6,402,200 | — | New |
| BUD ANHEUSER-BUSCH INBEV-SPN ADR | $235.6M | 1.9% | 1,885,000 | — | — | Held |
| MA MASTERCARD INC - A | $230.4M | 1.9% | 2,366,401 | −100,000 | −4.1% | Reduced |
| DATA TABLEAU SOFTWARE INC-CL A | $221.1M | 1.8% | 2,347,103 | — | — | Held |
| ATHM AUTOHOME INC-ADR | $174.6M | 1.4% | 5,000,000 | −3,735,000 | −42.8% | Reduced |
| TIME WARNER CABLE INC | $169.5M | 1.4% | 913,400 | +333,400 | +57.5% | Added |
| CHARTER COMMUNICATIONS INC D | $128.0M | 1.0% | 698,980 | +383,980 | +121.9% | Added |
| SPLKCHF SPLUNK INC | $122.9M | 1.0% | 2,090,300 | +1,000,000 | +91.7% | Added |
| XYZ BLOCK INC | $90.9M | 0.7% | 6,947,877 | +6,947,877 | — | New |
| P EVERPURE INC-A | $81.6M | 0.7% | 5,242,615 | +5,242,615 | — | New |
| TAL TAL EDUCATION GROUP- ADR | $79.7M | 0.6% | 1,715,000 | +1,715,000 | — | New |
| ONDK ON DECK CAPITAL INC | $71.1M | 0.6% | 6,900,000 | +50,000 | +0.7% | Added |
| ETSY ETSY INC | $71.0M | 0.6% | 8,600,000 | −1,400,000 | −14.0% | Reduced |
| EHI CAR SVCS LTD | $59.2M | 0.5% | 4,701,530 | +4,368,197 | +1310.5% | Added |
| XONUSD INTREXON CORP | $50.5M | 0.4% | 1,675,000 | +1,675,000 | — | New |
| GME GAMESTOP CORP-CLASS A | $49.1M | 0.4% | 1,750,000 | — | — | Held |
| PPC PILGRIM'S PRIDE CORP | $44.2M | 0.4% | 2,000,000 | — | — | Held |
| QUNAR CAYMAN IS LTD | $36.9M | 0.3% | 700,000 | +700,000 | — | New |
| ANETEUR ARISTA NETWORKS INC | $31.1M | 0.3% | 400,000 | — | — | Held |
| MSFT MICROSOFT CORP | $22.7M | 0.2% | 410,000 | +410,000 | — | New |
| VASCO DATA SEC INTL INC | $17.6M | 0.1% | 1,049,900 | −500,000 | −32.3% | Reduced |
| ATLASSIAN CORP PLC | $15.0M | 0.1% | 500,000 | +500,000 | — | New |
| FITEUR FITBIT INC - A | $14.8M | 0.1% | 500,000 | — | — | Held |
| FEYECHF MANDIANT INC | $4.1M | 0.0% | 200,000 | — | — | Held |
| CALM CAL-MAINE FOODS INC | $3.3M | 0.0% | 70,394 | +70,394 | — | New |
| LCEUR HAPPEN INC | $3.0M | 0.0% | 275,000 | — | — | Held |
| VEEV VEEVA SYSTEMS INC-CLASS A | $2.2M | 0.0% | 75,000 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $1.8M | 0.0% | 70,000 | — | — | Held |
| IDREAMSKY TECHNOLOGY LIMITED | $1.3M | 0.0% | 100,000 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $1.3M | 0.0% | 16,284 | −42,119 | −72.1% | Reduced |
| NEWREUR NEW RELIC INC | $911K | 0.0% | 25,000 | — | — | Held |
| AMERICAN FARMLAND CO | $422K | 0.0% | 60,000 | +60,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| KATE SPADE & CO | 3,125,000 | $59.7M |
| EROSUSD EROS INTERNATIONAL PLC | 1,200,000 | $32.6M |
| IBM INTL BUSINESS MACHINES CORP | 141,823 | $20.6M |
| HORTONWORKS INC | 260,400 | $5.7M |
| YODLEE INC | 350,000 | $5.6M |
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.