Q2 2021 Holdings
Filed 2021-08-16 | 10 holdings | $648.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $137.8K | 1,622,000 | 21.3% |
| Anthem Inc(ELV) | COM | 036752103 | $122.2K | 320,000 | 18.9% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $118.1K | 295,000 | 18.2% |
| American Eagle Outfitters in(AEO) | COM | 02553E106 | $86.9K | 2,315,949 | 13.4% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $64.3K | 3,200,000 | 9.9% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $43.4K | 2,450,000 | 6.7% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $34.3K | 485,000 | 5.3% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $25.1K | 500,000 | 3.9% |
| Proassurance Corp(PRA) | COM | 74267C106 | $15.7K | 691,359 | 2.4% |
| Arco Platform LTD | COM CL A | G04553106 | $253 | 8,250 | 0.0% |