Anglepoint Asset Management as of Dec. 31, 2020
Portfolio Holdings for Anglepoint Asset Management
Anglepoint Asset Management holds 43 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Bilibili Spons Ads Rep Z (BILI) | 9.8 | $344M | 4.0M | 85.72 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 8.3 | $290M | 6.3M | 45.75 | |
| Shopify Cl A (SHOP) | 7.5 | $264M | 233k | 1131.95 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.0 | $209M | 897k | 232.73 | |
| Tal Education Group Sponsored Ads (TAL) | 5.2 | $181M | 2.5M | 71.51 | |
| Uber Technologies (UBER) | 4.5 | $157M | 3.1M | 51.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $148M | 638k | 231.87 | |
| Paypal Holdings (PYPL) | 3.8 | $134M | 571k | 234.20 | |
| Doordash Cl A (DASH) | 3.7 | $128M | 897k | 142.75 | |
| Pinduoduo Sponsored Ads (PDD) | 3.5 | $122M | 689k | 177.67 | |
| Facebook Cl A (META) | 3.4 | $118M | 431k | 273.16 | |
| Advanced Micro Devices (AMD) | 3.0 | $105M | 1.1M | 91.71 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 2.9 | $103M | 3.5M | 29.16 | |
| XP Cl A (XP) | 2.8 | $99M | 2.5M | 39.67 | |
| Mongodb Cl A (MDB) | 2.6 | $92M | 255k | 359.04 | |
| Baidu Spon Adr Rep A (BIDU) | 2.5 | $86M | 400k | 216.24 | |
| Appian Corp Cl A (APPN) | 2.2 | $77M | 476k | 162.09 | |
| Mastercard Incorporated Cl A (MA) | 2.1 | $74M | 206k | 356.94 | |
| Coupa Software | 2.1 | $72M | 214k | 338.91 | |
| NVIDIA Corporation (NVDA) | 1.9 | $65M | 125k | 522.20 | |
| salesforce (CRM) | 1.8 | $63M | 284k | 222.53 | |
| Goldman Sachs (GS) | 1.7 | $58M | 220k | 263.71 | |
| Moody's Corporation (MCO) | 1.5 | $54M | 186k | 290.24 | |
| Bill Com Holdings Ord (BILL) | 1.2 | $44M | 319k | 136.50 | |
| Zendesk | 1.2 | $43M | 303k | 143.12 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $39M | 354k | 109.04 | |
| Snowflake Cl A (SNOW) | 1.0 | $37M | 130k | 281.40 | |
| Visa Com Cl A (V) | 1.0 | $36M | 164k | 218.73 | |
| MercadoLibre (MELI) | 1.0 | $36M | 21k | 1675.23 | |
| New Oriental Ed & Technology Spon Adr | 1.0 | $35M | 190k | 185.81 | |
| Apollo Global Mgmt Com Cl A | 1.0 | $35M | 709k | 48.98 | |
| Starbucks Corporation (SBUX) | 0.9 | $30M | 283k | 106.98 | |
| S&p Global (SPGI) | 0.8 | $27M | 82k | 328.72 | |
| Contextlogic Com Cl A | 0.8 | $27M | 1.5M | 18.24 | |
| Root Com Cl A | 0.8 | $26M | 1.7M | 15.71 | |
| Amazon (AMZN) | 0.7 | $25M | 7.8k | 3256.97 | |
| 0.2 | $6.7M | 125k | 54.15 | ||
| Microsoft Corporation (MSFT) | 0.2 | $5.6M | 25k | 222.40 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $3.5M | 10.00 | 347800.00 | |
| Jamf Hldg Corp (JAMF) | 0.1 | $2.1M | 70k | 29.91 | |
| Square Cl A (SQ) | 0.0 | $1.6M | 7.4k | 217.61 | |
| C3 Ai Cl A (AI) | 0.0 | $1.0M | 7.5k | 138.80 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $294k | 2.0k | 147.00 |
