Q4 2021 Holdings
Filed 2022-02-14 | 6 holdings | $243.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $93.9K | 405,000 | 38.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $78.3K | 350,000 | 32.1% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $42.2K | 638,800 | 17.3% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $15.8K | 1,000,000 | 6.5% |
| Clarivate PLC(CLVT) | ORD SHS | G21810109 | $8.8K | 375,000 | 3.6% |
| Caremax Inc | COM CL A | 14171W103 | $4.6K | 600,000 | 1.9% |