Q3 2020 Holdings
Filed 2020-11-16 | 8 holdings | $273.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $90.3K | 405,000 | 33.1% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $53.9K | 350,000 | 19.7% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $46.3K | 656,000 | 16.9% |
| Clarivate PLC(CLVT) | ORD SHS | G21810109 | $39.5K | 1,275,000 | 14.5% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $17.5K | 375,000 | 6.4% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $13.0K | 1,000,000 | 4.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $11.5K | 3,653 | 4.2% |
| Nikola Corp | COM | 654110105 | $1.3K | 62,000 | 0.5% |