Q1 2023 Holdings
Filed 2023-05-15 | 5 holdings | $2.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| DoubleVerify Hldgs Inc(DV) | COM | 25862V105 | $1.6B | 53,165,908 | 67.6% |
| TopGolf Callaway Brands Corp(CALY) | COM | 131193104 | $457.8M | 21,175,226 | 19.3% |
| Outfront Media Inc | COM | 69007J106 | $282.2M | 17,388,024 | 11.9% |
| Take-Two Interactive(TTWO) | COM | 874054109 | $15.4M | 128,850 | 0.6% |
| AvidXchange(AVDX) | COM | 05368X102 | $14.4M | 1,841,665 | 0.6% |