Q1 2021 Holdings
Filed 2021-05-17 | 10 holdings | $323.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $106.3K | 405,000 | 32.9% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $78.1K | 350,000 | 24.2% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $70.1K | 638,800 | 21.7% |
| Clarivate PLC(CLVT) | ORD SHS | G21810109 | $33.6K | 1,275,000 | 10.4% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $14.4K | 1,000,000 | 4.4% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $12.2K | 274,600 | 3.8% |
| GSX Techedu Inc(GOTU) | SPONSORED ADS | 36257Y109 | $4.0K | 117,284 | 1.2% |
| Fiverr Intl LTD(FVRR) | ORD SHS | M4R82T106 | $2.2K | 10,000 | 0.7% |
| Multiplan Corporation(MPLNUSD) | COM | 62548M100 | $1.9K | 344,000 | 0.6% |
| Nikola Corp | COM | 654110105 | $750 | 53,999 | 0.2% |