Q3 2024 Holdings
Filed 2024-11-13 | 6 holdings | $324.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $106.6M | 612,405 | 32.8% |
| Doordash Inc(DASH) | CL A | 25809K105 | $75.5M | 529,040 | 23.3% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $50.5M | 387,000 | 15.6% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $43.4M | 541,854 | 13.4% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $36.6M | 317,920 | 11.3% |
| Block Inc(XYZ) | CL A | 852234103 | $12.0M | 178,526 | 3.7% |