Q1 2026 Holdings
Filed 2026-05-14 | 5 holdings | $343.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shopify Inc(SHOP) | CL A SUB VTG SHS | 82509L107 | $106.3M | 895,817 | 30.9% |
| Figma Inc(FIG) | CLASS A COM STK | 316841105 | $92.9M | 4,396,636 | 27.0% |
| Oscar Health Inc(OSCR) | CL A | 687793109 | $72.8M | 6,343,617 | 21.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $71.3M | 226,761 | 20.7% |
| StubHub Holdings Inc(STUB) | CL A | 86384P109 | $429.0K | 68,745 | 0.1% |