Q3 2021 Holdings
Filed 2021-11-15 | 10 holdings | $724.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $149.1K | 2,100,000 | 20.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $100.4K | 257,000 | 13.9% |
| Anthem Inc(ELV) | COM | 036752103 | $98.8K | 265,000 | 13.6% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $78.0K | 7,000,000 | 10.8% |
| Arco Platform LTD | COM CL A | G04553106 | $59.7K | 2,750,000 | 8.2% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $56.0K | 1,250,000 | 7.7% |
| American Eagle Outfitters in(AEO) | COM | 02553E106 | $55.5K | 2,150,000 | 7.7% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $45.2K | 2,200,000 | 6.2% |
| Wayfair Inc(W) | CL A | 94419L101 | $43.4K | 170,000 | 6.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $38.7K | 485,000 | 5.3% |