The Fund’s ten largest investments in its portfolio as at 31 March 2018 comprised holdings in the following:
In alphabetical order | Sector exposure |
---|---|
Activision Blizzard Inc | Gaming |
Alibaba | eCommerce – products |
Alphabet | Digital advertising |
Amazon | eCommerce – products |
Baidu | Digital advertising |
Digital advertising | |
Microsoft | Software |
PayPal | Electronic payments |
Tencent | Digital advertising, Gaming |
Zillow | Digital advertising |