Q1 2025 Holdings
Filed 2025-04-30 | 10 holdings | $460.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $107.7M | 515,255 | 23.4% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $86.9M | 2,087,650 | 18.9% |
| Doordash Inc(DASH) | CL A | 25809K105 | $60.3M | 330,115 | 13.1% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $60.1M | 226,680 | 13.1% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $40.2M | 420,859 | 8.7% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $39.7M | 127,850 | 8.6% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $34.2M | 62,100 | 7.4% |
| Makemytrip Limited Mauritius(MMYT) | SHS | V5633W109 | $15.6M | 159,000 | 3.4% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $11.2M | 112,730 | 2.4% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $4.4M | 41,750 | 1.0% |