CIK: 0001761380
Total reported value
$30.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WUBAUSD | 58.com Inc-adr | Stock-Other | 21.75% | — | +135.34% | |
| 2 | ETSY | Etsy INC | Stock-Consumer Disc | 18.03% | — | -62.29% | |
| 3 | WB | Weibo Corp-spon Adr | Stock-Other | 16.24% | — | +32.32% | |
| 4 | WDAY | Workday Inc-class A | Stock-Tech | 12.38% | — | -8.56% | |
| 5 | VIPS | Vipshop Holdings LTD - Adr | Stock-Consumer Disc | 8.20% | — | — | |
| 6 | GIS | General Mills INC | Stock-Consumer Staples | 6.64% | — | — | |
| 7 | SFM | Sprouts Farmers Market INC | Stock-Consumer Staples | 5.68% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.42% | — | -14.06% | |
| 9 | FRPT | Freshpet INC | Stock-Consumer Staples | 3.83% | — | — | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.84% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WUBAUSD | 58.com Inc-adr | +12.5% | +135.34% | Add |
| 2 | WB | Weibo Corp-spon Adr | +2.4% | +32.32% | Add |
| 3 | WDAY | Workday Inc-class A | +0.9% | -8.56% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | -0.4% | -14.06% | Trim |
| 5 | ETSY | Etsy INC | -1.7% | -62.29% | Trim |
| 6 | WING | Wingstop INC | — | EXIT | Sold out |
| 7 | VIPS | Vipshop Holdings LTD - Adr | — | NEW | New buy |
| 8 | GIS | General Mills INC | — | NEW | New buy |
| 9 | ✓ | — | EXIT | Sold out | |
| 10 | SFM | Sprouts Farmers Market INC | — | NEW | New buy |
| 11 | BOOT | Boot Barn Holdings INC | — | EXIT | Sold out |
| 12 | FRPT | Freshpet INC | — | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 14 | SNAP | Snap INC - A | — | EXIT | Sold out |
| 15 | IQ | Iqiyi Inc-adr | — | EXIT | Sold out |
| 16 | CNK | Cinemark Holdings INC | — | EXIT | Sold out |