Q4 2022 Holdings
Filed 2023-02-13 | 8 holdings | $29.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $18.2M | 350,000 | 60.8% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $5.9M | 35,000 | 19.8% |
| Atara Biotherapeutics Inc(ATRAGBX) | COM | 046513107 | $3.3M | 1,000,000 | 11.0% |
| Caremax Inc | COM CL A | 14171W103 | $1.6M | 425,000 | 5.2% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $433.5K | 75,000 | 1.4% |
| Vaneck ETF Trust(GDX) | GOLD MINERS ETF | 92189F106 | $286.6K | 10,000 | 1.0% |
| Upstart Hldgs Inc(UPST) | COM | 91680M107 | $132.2K | 10,000 | 0.4% |
| Carvana Co(CVNA) | CL A | 146869102 | $118.5K | 25,000 | 0.4% |