Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $588.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $474.1M | 2,267,610 | 80.5% |
| Oscar Health Inc(OSCR) | CL A | 687793109 | $83.2M | 6,343,617 | 14.1% |
| Vimeo Inc(VMEO*) | COM | 92719V100 | $30.8M | 5,852,853 | 5.2% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $872.7K | 85,640 | 0.1% |