Q4 2024 Holdings
Filed 2025-02-13 | 9 holdings | $483.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $124.5M | 612,405 | 25.8% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $91.8M | 283,550 | 19.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $79.0M | 471,040 | 16.3% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $55.0M | 1,475,100 | 11.4% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $48.0M | 451,854 | 9.9% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $33.6M | 234,920 | 6.9% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $24.6M | 76,000 | 5.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $21.0M | 46,850 | 4.3% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $5.8M | 52,000 | 1.2% |