Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended December 31, 2018. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Nvidia Corp | 6.3% | Unchanged | 17,500 | $2.34M |
| Adobe Inc | 6.1% | Unchanged | 10,000 | $2.26M |
| Amazon Com Inc | 6.1% | Unchanged | 1,500 | $2.25M |
| S Sony Corp | 5.9% | Unchanged | 45,000 | $2.17M |
| Match Group Inc | 5.8% | Unchanged | 50,000 | $2.14M |
| Dxc Technology Co | 5.7% | Unchanged | 40,000 | $2.13M |
| MT Marvell Technology Group Ltd | 5.4% | Unchanged | 125,000 | $2.02M |
| AB Activision Blizzard Inc | 5.0% | Unchanged | 40,000 | $1.86M |
| BH Booking Hldgs Inc | 4.6% | Unchanged | 1,000 | $1.72M |
| SC Salesforce Com Inc | 4.6% | Unchanged | 12,500 | $1.71M |
| Qualcomm Inc | 4.6% | Unchanged | 30,000 | $1.71M |
| Electronic Arts Inc | 4.2% | Unchanged | 20,000 | $1.58M |
| Jd Com Inc | 4.2% | Unchanged | 75,000 | $1.57M |
| Western Digital Corp | 4.0% | Unchanged | 40,000 | $1.48M |
| Godaddy Inc | 3.5% | Unchanged | 20,000 | $1.31M |
| GN Gamestop Corp New | 3.4% | Unchanged | 100,000 | $1.26M |
| PS Pure Storage Inc | 3.2% | Unchanged | 75,000 | $1.21M |
| Apple Inc | 3.2% | Unchanged | 7,500 | $1.18M |
| Expedia Group Inc | 3.0% | Unchanged | 10,000 | $1.13M |
| Ebay Inc | 3.0% | Unchanged | 40,000 | $1.12M |
| Snap Inc | 3.0% | Unchanged | 200,000 | $1.1M |
| Huya Inc | 2.8% | Unchanged | 68,000 | $1.05M |
| AU Altice Usa Inc | 2.2% | Unchanged | 50,000 | $826K |
Loading...
