Q3 2023 Holdings
Filed 2023-11-08 | 5 holdings | $157.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $78.3M | 2,814,375 | 49.7% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $35.6M | 1,855,000 | 22.6% |
| Clear Secure Inc(YOU) | COM CL A | 18467V109 | $31.7M | 1,665,939 | 20.1% |
| Hippo Hldgs Inc(HIPO) | COM NEW | 433539202 | $9.6M | 1,200,128 | 6.1% |
| Nextdoor Holdings Inc(NXDR) | COM CL A | 65345M108 | $2.5M | 1,398,371 | 1.6% |