Q4 2020 Holdings
Filed 2021-02-16 | 11 holdings | $73.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $37.2M | 160,000 | 50.8% |
| Canada Goose Hldgs Inc(GOOS) | SHS SUB VTG | 135086106 | $35.7M | 1,200,000 | 48.7% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $103.5K | 295,000 | 0.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $80.8K | 1,075,000 | 0.1% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $40.6K | 3,080,000 | 0.1% |
| Proassurance Corp(PRA) | COM | 74267C106 | $35.6K | 2,000,000 | 0.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $33.7K | 485,000 | 0.0% |
| Nordstrom Inc(JWNUSD) | COM | 655664100 | $26.2K | 840,000 | 0.0% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $25.5K | 500,000 | 0.0% |
| Contextlogic Inc | COM CL A | 21077C107 | $11.7K | 640,014 | 0.0% |
| The Realreal Inc(REAL) | COM | 88339P101 | $6.3K | 322,396 | 0.0% |