Q4 2025 Holdings
Filed 2026-02-17 | 4 holdings | $352.1M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2026-03-13) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Figma Inc(FIG)A | CLASS A COM STK | 316841105 | $164.3M | 4,396,636 | 46.7% |
| Carvana Co(CVNA) | CL A | 146869102 | $95.7M | 226,761 | 27.2% |
| Oscar Health Inc(OSCR) | CL A | 687793109 | $91.2M | 6,343,617 | 25.9% |
| StubHub Holdings Inc(STUB) | CL A | 86384P109 | $930.1K | 68,745 | 0.3% |