Q4 2024 Holdings
Filed 2025-02-13 | 78 holdings | $265.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $21.9M | 2,422,960 | 8.3% |
| Genius Sports Limited(GENI) | SHARES CL A | G3934V109 | $25.8M | 2,982,950 | 9.7% |
| PDF Solutions Inc(PDFS) | COM | 693282105 | $26.4M | 975,914 | 10.0% |
| Thryv Hldgs Inc(THRY) | COM NEW | 886029206 | $33.3M | 2,249,345 | 12.6% |