Q1 2024 Holdings
Filed 2024-05-14 | 2 holdings | $1.6B | 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 | $1.0B | 30,550,818 | 63.7% |
| The Duckhorn Portfolio, Inc.(NAPA1USD) | Common Stock | 26414D106 | $575.3M | 61,795,016 | 36.3% |