Q4 2021 Holdings
Filed 2022-02-14 | 11 holdings | $734.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $152.7K | 1,639,000 | 20.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $109.0K | 217,000 | 14.8% |
| Wayfair Inc(W) | CL A | 94419L101 | $101.6K | 535,000 | 13.8% |
| Anthem Inc(ELV) | COM | 036752103 | $74.2K | 160,000 | 10.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $58.7K | 1,400,000 | 8.0% |
| Arco Platform LTD | COM CL A | G04553106 | $52.8K | 2,526,482 | 7.2% |
| Alteryx Inc(AYXEUR) | COM CL A | 02156B103 | $49.6K | 820,000 | 6.8% |
| Vipshop Holdings Limited(VIPS) | SPONSORED ADS A | 92763W103 | $42.4K | 5,050,000 | 5.8% |
| American Eagle Outfitters in(AEO) | COM | 02553E106 | $36.7K | 1,450,000 | 5.0% |
| Yandex N V(NBIS) | SHS CLASS A | N97284108 | $29.3K | 485,000 | 4.0% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $27.8K | 1,900,000 | 3.8% |