China Crackdown Views and Outlook

September 15, 2021

Connor O’Brien | Internet & E-commerce | Kevin O'Leary | Videos

Live Strategy Discussion

In case you missed it, here’s a short clip from our last live event:
China and Emerging Market Internet Stocks: Best Buying Opportunity in Years?

Speakers:

Kevin O’Leary, Chairman of O’Shares ETFs
Connor O’Brien, CEO of O’Shares ETFs

OGIG Holdings:

Name
(As of 10/19/2021)
Stock TickerSector% Of Market ValueShares/ParIsin
ALPHABET INCGOOGLCommunication Services5.11%11235US02079K3059
MICROSOFT CORPMSFTInformation Technology4.35%89042US5949181045
AMAZON.COM INCAMZNConsumer Discretionary4.31%7885US0231351067
FACEBOOK INCFBCommunication Services3.07%56900US30303M1027
SEA LTDSECommunication Services2.55%43832US81141R1005
MEITUAN3690Consumer Discretionary2.17%372566KYG596691041
TENCENT HOLDINGS LTD700Communication Services2.05%201617KYG875721634
ALIBABA GROUP HOLDING LTDBABAConsumer Discretionary2.01%71719US01609W1027
SNOWFLAKE INCSNOWInformation Technology1.97%36497US8334451098
SNAP INCSNAPCommunication Services1.92%158590US83304A1060
SHOPIFY INCSHOPInformation Technology1.89%8010CA82509L1076
DIGITAL TURBINE INCAPPSInformation Technology1.71%124348US25400W1027
PINDUODUO INCPDDConsumer Discretionary1.69%108919US7223041028
LIVE NATION ENTERTAINMENT INCLYVCommunication Services1.56%98423US5380341090
CTS EVENTIM AG & CO KGAAEVDCommunication Services1.48%119917DE0005470306
BILL.COM HOLDINGS INCBILLInformation Technology1.43%30250US0900431000
CLOUDFLARE INCNETInformation Technology1.40%51135US18915M1071
ROBLOX CORPRBLXCommunication Services1.39%110995US7710491033
DATADOG INCDDOGInformation Technology1.39%55279US23804L1035
ZILLOW GROUP INCZCommunication Services1.30%93370US98954M2008
CROWDSTRIKE HOLDINGS INCCRWDInformation Technology1.30%28919US22788C1053
ASANA INCASANInformation Technology1.28%62992US04342Y1047
DELIVERY HERO SEDHERConsumer Discretionary1.26%59003DE000A2E4K43
SALESFORCE.COM INCCRMInformation Technology1.25%26901US79466L3024
BILIBILI INCBILICommunication Services1.25%97196US0900401060
ROKU INCROKUCommunication Services1.24%22750US77543R1023
TRIP.COM GROUP LTDTCOMConsumer Discretionary1.24%250029US89677Q1076
ZSCALER INCZSInformation Technology1.22%25772US98980G1022
ADEVINTA ASAADECommunication Services1.22%426953NO0010844038
MERCADOLIBRE INCMELIConsumer Discretionary1.18%4687US58733R1023
#VALUE!KCInformation Technology1.16%233032US49639K1016
OKTA INCOKTAInformation Technology1.13%27636US6792951054
TWILIO INCTWLOInformation Technology1.12%19305US90138F1021
SERVICENOW INCNOWInformation Technology1.10%10183US81762P1021
ZOOMINFO TECHNOLOGIES INCZICommunication Services1.06%96365US98980F1049
MONGODB INCMDBInformation Technology1.06%13133US60937P1066
LIGHTSPEED COMMERCE INCLSPDInformation Technology1.04%67574CA53229C1077
DOCUSIGN INCDOCUInformation Technology1.04%23979US2561631068
JUST EAT TAKEAWAY.COM NVTKWYConsumer Discretionary1.03%78496NL0012015705
HUBSPOT INCHUBSInformation Technology1.02%8123US4435731009
ADOBE INCADBEInformation Technology1.01%9985US00724F1012
JD.COM INCJDConsumer Discretionary1.00%74537US47215P1066
UIPATH INCPATHInformation Technology1.00%121924US90364P1057
PINTEREST INCPINSCommunication Services1.00%113460US72352L1061
SINCH ABSINCHInformation Technology0.99%318121SE0016101844
NETFLIX INCNFLXCommunication Services0.92%9069US64110L1061
ATLASSIAN CORP PLCTEAMInformation Technology0.92%14095GB00BZ09BD16
TRADE DESK INC/THETTDInformation Technology0.91%70322US88339J1051
UNITY SOFTWARE INCUInformation Technology0.88%37762US91332U1016
PALANTIR TECHNOLOGIES INCPLTRInformation Technology0.84%214755US69608A1088
XERO LTDXROInformation Technology0.82%48081NZXROE0001S2
SMARTSHEET INCSMARInformation Technology0.81%71363US83200N1037
DYNATRACE INCDTInformation Technology0.78%63700US2681501092
TWITTER INCTWTRCommunication Services0.77%73877US90184L1026
FARFETCH LTDFTCHConsumer Discretionary0.76%120086KY30744W1070
ELASTIC NVESTCInformation Technology0.74%27453NL0013056914
PAYCOM SOFTWARE INCPAYCInformation Technology0.72%8696US70432V1026
ZENDESK INCZENInformation Technology0.71%35137US98936J1016
COUPA SOFTWARE INCCOUPInformation Technology0.71%17510US22266L1061
KINGDEE INTERNATIONAL SOFTWARE GROUP CO LTD268Information Technology0.69%1229215KYG525681477
RINGCENTRAL INCRNGInformation Technology0.69%17820US76680R2067
MATCH GROUP INCMTCHCommunication Services0.67%26300US57667L1070
PALO ALTO NETWORKS INCPANWInformation Technology0.66%8124US6974351057
TYLER TECHNOLOGIES INCTYLInformation Technology0.64%8006US9022521051
PAYLOCITY HOLDING CORPPCTYInformation Technology0.64%13920US70438V1061
INTUIT INCINTUInformation Technology0.60%6568US4612021034
WORKDAY INCWDAYInformation Technology0.60%13723US98138H1014
AVALARA INCAVLRInformation Technology0.60%21261US05338G1067
ZOOM VIDEO COMMUNICATIONS INCZMInformation Technology0.60%13702US98980L1017
FORTINET INCFTNTInformation Technology0.59%11137US34959E1091
NETEASE INCNTESCommunication Services0.58%36340US64110W1027
SPOTIFY TECHNOLOGY SASPOTCommunication Services0.57%14125LU1778762911
ETSY INCETSYConsumer Discretionary0.56%15556US29786A1060
CERIDIAN HCM HOLDING INCCDAYInformation Technology0.56%28445US15677J1088
BAIDU INCBIDUCommunication Services0.54%19077US0567521085
SPLUNK INCSPLKInformation Technology0.53%20119US8486371045
CHEWY INCCHWYConsumer Discretionary0.53%50569US16679L1098
ELECTRONIC ARTS INCEACommunication Services0.52%23906US2855121099
ORACLE CORPORCLInformation Technology0.45%29124US68389X1054
ALLEGRO.EU SAALEConsumer Discretionary0.45%225000LU2237380790
ZALANDO SEZALConsumer Discretionary0.40%27459DE000ZAL1111
OCADO GROUP PLCOCDOConsumer Staples0.39%99104GB00B3MBS747
THG PLCTHGConsumer Discretionary0.39%546950GB00BMTV7393
HELLOFRESH SEHFGConsumer Discretionary0.38%25666DE000A161408
Z HOLDINGS CORP4689Communication Services0.35%361577JP3933800009
SAP SESAPInformation Technology0.34%14579DE0007164600
WAYFAIR INCWConsumer Discretionary0.34%8653US94419L1017
VMWARE INCVMWInformation Technology0.33%12811US9285634021
ACTIVISION BLIZZARD INCATVICommunication Services0.28%22818US00507V1098
CASH0.27%1707601.19
SWEDISH KRONA0.00%-0.18
BRITISH POUND0.00%0.35
NORWEGIAN KRONE0.00%-1153.42
EURO0.00%0.01
AUSTRALIAN DOLLAR0.00%1.15
Holdings subject to change.

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