Q4 2024 Holdings
Filed 2025-02-14 | 16 holdings | $245.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $72.2M | 856,895 | 29.4% |
| Zoominfo Technologies Inc(GTM) | COMMON STOCK | 98980F104 | $43.3M | 4,116,455 | 17.6% |
| Marqeta Inc(MQ) | CLASS A COM | 57142B104 | $37.3M | 9,838,704 | 15.2% |
| Bumble Inc(BMBL) | COM CL A | 12047B105 | $30.9M | 3,800,966 | 12.6% |
| Weibo Corp(WB) | SPONSORED ADR | 948596101 | $19.1M | 2,001,546 | 7.8% |
| Anywhere Real Estate Inc | COM | 75605Y106 | $17.1M | 5,193,028 | 7.0% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $15.4M | 2,182,018 | 6.3% |
| IAC Inc(IAC) | COM NEW | 44891N208 | $10.1M | 234,799 | 4.1% |