Q4 2022 Holdings
Filed 2023-02-14 | 9 holdings | $290.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $227.8M | 7,073,095 | 78.5% |
| Adobe Systems Incorporated(ADBE) | COM | 00724F101 | $24.2M | 71,999 | 8.3% |
| Blackstone Inc(BX) | COM | 09260D107 | $24.0M | 323,776 | 8.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $4.7M | 19,560 | 1.6% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $4.3M | 92,113 | 1.5% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $2.7M | 38,632 | 0.9% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $1.6M | 32,116 | 0.5% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $899.5K | 775,434 | 0.3% |