Q2 2024 Holdings
Filed 2024-08-13 | 7 holdings | $298.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $107.5M | 834,905 | 36.1% |
| Doordash Inc(DASH) | CL A | 25809K105 | $67.8M | 623,040 | 22.7% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $37.7M | 291,020 | 12.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $33.7M | 510,254 | 11.3% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $27.1M | 326,100 | 9.1% |
| Block Inc(XYZ) | CL A | 852234103 | $18.7M | 289,526 | 6.3% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $5.5M | 141,024 | 1.8% |