Q4 2020 Holdings
Filed 2021-02-16 | 11 holdings | $710.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Airbnb Inc(ABNB) | COM CL A | 009066101 | $367.0K | 2,500 | 51.6% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $301.3K | 1,513,885 | 42.4% |
| New York Times Co(NYT) | CL A | 650111107 | $8.8K | 170,000 | 1.2% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $7.3K | 56,211 | 1.0% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $6.7K | 52,000 | 0.9% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $6.2K | 45,901 | 0.9% |
| Upwork Inc(UPWK) | COM | 91688F104 | $4.8K | 140,000 | 0.7% |
| Goodrx Hldgs Inc(GDRX) | COM CL A | 38246G108 | $3.0K | 75,000 | 0.4% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $2.7K | 39,000 | 0.4% |
| Ceridian HCM Hldg Inc(DAY) | COM | 15677J108 | $2.6K | 24,000 | 0.4% |
| Doordash Inc(DASH) | CL A | 25809K105 | $428 | 3,000 | 0.1% |