Anglepoint Asset Management as of March 31, 2021
Portfolio Holdings for Anglepoint Asset Management
Anglepoint Asset Management holds 30 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doordash Cl A (DASH) | 11.1 | $142M | 1.1M | 131.13 | |
| XP Cl A (XP) | 8.1 | $104M | 2.8M | 37.67 | |
| Tal Education Group Sponsored Ads (TAL) | 7.4 | $95M | 1.8M | 53.85 | |
| Paypal Holdings (PYPL) | 5.8 | $74M | 304k | 242.84 | |
| Contextlogic Com Cl A | 5.2 | $66M | 4.2M | 15.80 | |
| Mongodb Cl A (MDB) | 4.3 | $55M | 205k | 267.43 | |
| Appian Corp Cl A (APPN) | 4.2 | $54M | 407k | 132.95 | |
| Baidu Spon Adr Rep A (BIDU) | 3.9 | $51M | 232k | 217.55 | |
| Futu Hldgs Spon Ads Cl A (FUTU) | 3.9 | $50M | 313k | 158.82 | |
| Pinduoduo Sponsored Ads (PDD) | 3.7 | $47M | 352k | 133.88 | |
| Asana Cl A (ASAN) | 3.6 | $46M | 1.6M | 28.58 | |
| Facebook Cl A (META) | 3.5 | $45M | 152k | 294.53 | |
| Jd.com Spon Adr Cl A (JD) | 3.3 | $43M | 505k | 84.33 | |
| Advanced Micro Devices (AMD) | 3.3 | $42M | 534k | 78.50 | |
| Zto Express Cayman Sponsored Ads A (ZTO) | 3.2 | $41M | 1.4M | 29.15 | |
| NVIDIA Corporation (NVDA) | 3.2 | $41M | 76k | 533.93 | |
| Zendesk | 2.6 | $33M | 251k | 132.62 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.4 | $31M | 263k | 118.28 | |
| Snap Cl A (SNAP) | 2.4 | $31M | 583k | 52.29 | |
| Bill Com Holdings Ord (BILL) | 2.2 | $29M | 196k | 145.50 | |
| salesforce (CRM) | 2.1 | $27M | 129k | 211.87 | |
| Uber Technologies (UBER) | 2.0 | $26M | 480k | 54.51 | |
| Coupa Software | 1.9 | $25M | 96k | 254.48 | |
| Iqiyi Sponsored Ads (IQ) | 1.8 | $23M | 1.4M | 16.62 | |
| Affirm Hldgs Com Cl A (AFRM) | 1.4 | $19M | 261k | 70.72 | |
| New Oriental Ed & Technology Spon Adr | 1.4 | $18M | 1.3M | 14.00 | |
| MercadoLibre (MELI) | 1.3 | $16M | 11k | 1472.18 | |
| Vertiv Holdings Com Cl A (VRT) | 0.5 | $6.7M | 333k | 20.00 | |
| 0.4 | $5.5M | 87k | 63.64 | ||
| Jamf Hldg Corp (JAMF) | 0.0 | $269k | 7.6k | 35.29 |
