Holdings
| JD JD.COM INC-ADR | $1.69B | 13.3% | 40,780,493 | −8,319,507 | −16.9% | Reduced |
| PRICELINE GRP INC | $1.39B | 11.0% | 802,612 | −238,394 | −22.9% | Reduced |
| AMZN AMAZON.COM INC | $1.31B | 10.3% | 1,116,150 | −421,550 | −27.4% | Reduced |
| APOLLO GLOBAL MGMT LLC | $1.15B | 9.0% | 34,222,807 | +173,000 | +0.5% | Added |
| DESP1EUR DESPEGAR.COM CORP | $830.0M | 6.6% | 30,204,172 | — | — | Held |
| MSFT MICROSOFT CORP | $820.1M | 6.5% | 9,586,886 | −900,614 | −8.6% | Reduced |
| BABA ALIBABA GROUP HOLDING-SP ADR | $655.5M | 5.2% | 3,801,545 | −735,200 | −16.2% | Reduced |
| TDG TRANSDIGM GROUP INC | $527.2M | 4.2% | 1,919,605 | −1,340,395 | −41.1% | Reduced |
| META META PLATFORMS INC-CLASS A | $427.6M | 3.4% | 2,423,177 | +616,177 | +34.1% | Added |
| FIAT CHRYSLER AUTOMOBILES N | $394.7M | 3.1% | 22,125,000 | −2,695,000 | −10.9% | Reduced |
| DPZ DOMINO'S PIZZA INC | $392.2M | 3.1% | 2,075,400 | −252,600 | −10.9% | Reduced |
| NFLX NETFLIX INC | $336.8M | 2.7% | 1,754,299 | −1,299,448 | −42.6% | Reduced |
| TAL TAL EDUCATION GROUP- ADR | $299.1M | 2.4% | 10,067,238 | +212,802 | +2.2% | Added |
| NEW ORIENTAL ED & TECH GRP I | $269.8M | 2.1% | 2,870,008 | +618,393 | +27.5% | Added |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $265.2M | 2.1% | 1,378,146 | −1,416,378 | −50.7% | Reduced |
| R6G REDFIN CORP | $240.9M | 1.9% | 7,690,091 | — | — | Held |
| ADSK AUTODESK INC | $226.5M | 1.8% | 2,160,523 | +938,523 | +76.8% | Added |
| CMCSA COMCAST CORP-CLASS A | $201.1M | 1.6% | 5,020,000 | −2,230,000 | −30.8% | Reduced |
| QSR RESTAURANT BRANDS INTERN | $116.8M | 0.9% | 1,900,000 | −600,000 | −24.0% | Reduced |
| MA MASTERCARD INC - A | $114.9M | 0.9% | 759,341 | −294,000 | −27.9% | Reduced |
| NOW SERVICENOW INC | $107.7M | 0.9% | 826,300 | +294,999 | +55.5% | Added |
| EHI CAR SVCS LTD | $96.4M | 0.8% | 8,334,863 | — | — | Held |
| V VISA INC-CLASS A SHARES | $90.4M | 0.7% | 793,000 | −349,000 | −30.6% | Reduced |
| ETSY ETSY INC | $85.4M | 0.7% | 4,177,723 | −3,426,000 | −45.1% | Reduced |
| GOOG ALPHABET INC-CL C | $76.7M | 0.6% | 73,320 | +73,320 | — | New |
| CRM SALESFORCE INC | $76.2M | 0.6% | 745,000 | +745,000 | — | New |
| GOOGL ALPHABET INC-CL A | $76.2M | 0.6% | 72,290 | +72,290 | — | New |
| NETSHOES CAYMAN LTD | $70.0M | 0.6% | 8,865,903 | — | — | Held |
| GOOG CALL ALPHABET INC-CL C | $52.3M | 0.4% | 50,000 | +50,000 | — | New |
| CHTR PUT CHARTER COMMUNICATIONS INC-A | $45.4M | 0.4% | 135,000 | +135,000 | — | New |
| CHTR CHARTER COMMUNICATIONS INC-A | $45.3M | 0.4% | 134,934 | −855,776 | −86.4% | Reduced |
| MA PUT MASTERCARD INC - A | $23.7M | 0.2% | 156,600 | +156,600 | — | New |
| ATLASSIAN CORP PLC | $22.8M | 0.2% | 500,000 | — | — | Held |
| SWCHEUR SWITCH INC - A | $16.4M | 0.1% | 900,000 | +900,000 | — | New |
| P EVERPURE INC-A | $15.9M | 0.1% | 1,000,000 | — | — | Held |
| ZTO ZTO EXPRESS CAYMAN INC-ADR | $15.8M | 0.1% | 994,400 | — | — | Held |
| BARCLAYS BK PLC | $14.5M | 0.1% | 520,969 | +216,833 | +71.3% | Added |
| SINA SINA CORP | $13.5M | 0.1% | 135,000 | −394,107 | −74.5% | Reduced |
| CTRPUSD CTRIP.COM INTERNATIONAL-ADR | $13.0M | 0.1% | 295,000 | +295,000 | — | New |
| JD CALL JD.COM INC-ADR | $9.9M | 0.1% | 240,000 | +240,000 | — | New |
| TDOC TELADOC HEALTH INC | $8.2M | 0.1% | 235,558 | −1,557,241 | −86.9% | Reduced |
| RISE ED CAYMAN LTD | $7.4M | 0.1% | 500,000 | +500,000 | — | New |
| SHOP SHOPIFY INC - CLASS A | $7.1M | 0.1% | 70,000 | — | — | Held |
| HTT HIGH TEMPLAR TECH LIMITED | $4.1M | 0.0% | 330,000 | +330,000 | — | New |
| FITEUR FITBIT INC - A | $2.9M | 0.0% | 500,000 | — | — | Held |
| FEYECHF MANDIANT INC | $2.8M | 0.0% | 200,000 | — | — | Held |
| JCPEUR J.C. PENNEY CO INC | $2.7M | 0.0% | 850,000 | — | — | Held |
| SOGOEUR SOGOU INC-ADR | $1.7M | 0.0% | 150,000 | +150,000 | — | New |
| OKTA OKTA INC | $1.5M | 0.0% | 60,000 | — | — | Held |
| MDB MONGODB INC | $1.5M | 0.0% | 50,000 | +50,000 | — | New |
| LCEUR HAPPEN INC | $1.1M | 0.0% | 275,000 | — | — | Held |
| CLDR CLOUDERA INC | $826K | 0.0% | 50,000 | — | — | Held |
| FPI FARMLAND PARTNERS INC | $386K | 0.0% | 44,502 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PRICELINE GRP INC CALL | 59,700 | $109.3M |
| AWI ARMSTRONG WORLD INDUSTRIES | 1,779,431 | $91.2M |
| WB WEIBO CORP-SPON ADR | 910,000 | $90.0M |
| ROKU ROKU INC | 1,500,000 | $39.8M |
| OPTU OPTIMUM COMMUNICATIONS INC-A | 1,150,000 | $31.4M |
| JMEIUSD JUMEI INTERNATIONAL-ADR | 2,479,085 | $7.2M |
| RYB ED INC | 35,000 | $998K |
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.