Q4 2022 Holdings
Filed 2023-02-14 | 4 holdings | $2.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dutch Bros Inc.(BROS) | Class A Common Stock | 26701L100 | $1.5B | 53,485,898 | 52.6% |
| The Duckhorn Portfolio, Inc.(NAPA1USD) | Common Stock | 26414D106 | $1.1B | 68,550,853 | 39.6% |
| Planet Fitness, Inc.(PLNT) | CL A | 72703H101 | $160.2M | 2,032,539 | 5.6% |
| Robinhood Markets, Inc.(HOOD) | Class A Common Stock | 770700102 | $61.2M | 7,521,024 | 2.1% |