Q3 2024 Holdings
Filed 2024-11-13 | 13 holdings | $93.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Uber Technologies Inc(UBER) | COM | 90353T100 | $28.2M | 375,000 | 30.3% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $20.1M | 260,000 | 21.6% |
| Palo Alto Networks Inc(PANW) | COM | 697435105 | $17.9M | 52,500 | 19.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.3M | 50,000 | 8.9% |
| Redfin Corp(RDFN) | COM | 75737F108 | $3.1M | 250,000 | 3.4% |
| Lamb Weston Hldgs Inc(LW)Call | COM | 513272104 | $2.9M | 500 | 3.1% |
| Compass Inc(COMP) | CL A | 20464U100 | $2.3M | 375,000 | 2.5% |
| RE MAX Hldgs Inc(RMAX) | CL A | 75524W108 | $2.2M | 180,000 | 2.4% |
| EXP World Hldgs Inc(EXPI) | COM | 30212W100 | $2.1M | 150,000 | 2.3% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $2.0M | 31,000 | 2.1% |
| The Real Brokerage Inc(REAX) | COM NEW | 75585H206 | $1.7M | 300,000 | 1.8% |
| Anywhere Real Estate Inc | COM | 75605Y106 | $1.3M | 250,000 | 1.4% |
| Douglas Elliman Inc(DOUG) | COM | 25961D105 | $915.0K | 500,000 | 1.0% |