Q1 2025 Holdings
Filed 2025-05-15 | 13 holdings | $186.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zoominfo Technologies Inc(GTM) | COMMON STOCK | 98980F104 | $59.5M | 5,945,471 | 31.9% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $44.3M | 481,286 | 23.7% |
| Abercrombie & Fitch Co(ANF) | CL A | 002896207 | $27.4M | 359,100 | 14.7% |
| Bumble Inc(BMBL) | COM CL A | 12047B105 | $21.6M | 4,967,862 | 11.6% |
| Anywhere Real Estate Inc | COM | 75605Y106 | $17.3M | 5,204,607 | 9.3% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $16.0M | 2,064,526 | 8.6% |
| IAC Inc(IAC) | COM NEW | 44891N208 | $445.6K | 9,700 | 0.2% |