Holdings
| PRICELINE GRP INC | $1.84B | 22.9% | 1,255,992 | +335,323 | +36.4% | Added |
| JD JD.COM INC-ADR | $1.16B | 14.5% | 45,789,821 | +12,326,046 | +36.8% | Added |
| AMZN AMAZON.COM INC | $1.04B | 12.9% | 1,381,929 | +39,381 | +2.9% | Added |
| CHTR CHARTER COMMUNICATIONS INC-A | $670.0M | 8.3% | 2,327,000 | −991,793 | −29.9% | Reduced |
| FIAT CHRYSLER AUTOMOBILES N | $481.0M | 6.0% | 52,740,079 | +52,740,079 | — | New |
| BABA ALIBABA GROUP HOLDING-SP ADR | $464.0M | 5.8% | 5,283,823 | −89,730 | −1.7% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $413.4M | 5.1% | 2,920,953 | +515,904 | +21.5% | Added |
| CMCSA COMCAST CORP-CLASS A | $179.5M | 2.2% | 2,600,000 | −35,039 | −1.3% | Reduced |
| GOOGL ALPHABET INC-CL A | $147.5M | 1.8% | 186,100 | +186,100 | — | New |
| GOOG ALPHABET INC-CL C | $147.0M | 1.8% | 190,500 | −93,377 | −32.9% | Reduced |
| MSFT MICROSOFT CORP | $131.6M | 1.6% | 2,118,000 | +2,118,000 | — | New |
| QSR RESTAURANT BRANDS INTERN | $109.7M | 1.4% | 2,302,080 | +154,265 | +7.2% | Added |
| MA MASTERCARD INC - A | $108.8M | 1.4% | 1,053,341 | −851,103 | −44.7% | Reduced |
| TDG TRANSDIGM GROUP INC | $106.7M | 1.3% | 428,771 | +428,771 | — | New |
| ETSY ETSY INC | $102.9M | 1.3% | 8,739,254 | −1,576,483 | −15.3% | Reduced |
| DPZ DOMINO'S PIZZA INC | $97.5M | 1.2% | 612,289 | +612,289 | — | New |
| TAL TAL EDUCATION GROUP- ADR | $89.2M | 1.1% | 1,271,601 | +1,271,601 | — | New |
| V VISA INC-CLASS A SHARES | $89.1M | 1.1% | 1,142,000 | +542,200 | +90.4% | Added |
| PRICELINE GRP INC CALL | $87.5M | 1.1% | 59,700 | −15,200 | −20.3% | Reduced |
| MELI MERCADOLIBRE INC | $85.2M | 1.1% | 545,346 | +545,346 | — | New |
| EHI CAR SVCS LTD | $75.5M | 0.9% | 8,334,863 | — | — | Held |
| NEW ORIENTAL ED & TECH GRP I | $66.2M | 0.8% | 1,573,022 | +1,573,022 | — | New |
| AWI ARMSTRONG WORLD INDUSTRIES | $64.0M | 0.8% | 1,530,000 | +660,841 | +76.0% | Added |
| SYMCEUR SYMANTEC CORP | $62.8M | 0.8% | 2,630,000 | +2,630,000 | — | New |
| VIPS VIPSHOP HOLDINGS LTD - ADR | $55.3M | 0.7% | 5,018,401 | −2,282,167 | −31.3% | Reduced |
| META META PLATFORMS INC-CLASS A | $42.2M | 0.5% | 366,800 | +366,800 | — | New |
| NTES NETEASE INC-ADR | $41.3M | 0.5% | 191,954 | +191,954 | — | New |
| JMEIUSD JUMEI INTERNATIONAL-ADR | $12.4M | 0.2% | 2,479,085 | +1,945,251 | +364.4% | Added |
| ATLASSIAN CORP PLC | $12.0M | 0.1% | 500,000 | — | — | Held |
| ZTO ZTO EXPRESS CAYMAN INC-ADR | $12.0M | 0.1% | 994,400 | +994,400 | — | New |
| ONDK ON DECK CAPITAL INC | $11.4M | 0.1% | 2,461,015 | −1,368,857 | −35.7% | Reduced |
| P EVERPURE INC-A | $11.3M | 0.1% | 1,000,000 | — | — | Held |
| FITEUR FITBIT INC - A | $3.7M | 0.0% | 500,000 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $3.0M | 0.0% | 70,000 | — | — | Held |
| FEYECHF MANDIANT INC | $2.4M | 0.0% | 200,000 | — | — | Held |
| LCEUR HAPPEN INC | $1.4M | 0.0% | 275,000 | — | — | Held |
| AMERICAN FARMLAND CO | $478K | 0.0% | 60,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AAPL APPLE INC | 3,605,810 | $407.6M |
| WUBAUSD 58.COM INC-ADR | 195,069 | $9.3M |
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.