Q4 2021 Holdings
Filed 2022-02-14 | 14 holdings | $833.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $236.4K | 70,887 | 28.4% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $128.8K | 358,575 | 15.5% |
| CME Group Inc(CME) | COM | 12572Q105 | $122.7K | 536,981 | 14.7% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $94.8K | 2,607,948 | 11.4% |
| Qualtrics Intl Inc | COM CL A | 747601201 | $78.3K | 2,213,058 | 9.4% |
| IAC Interactivecorp New(IAC) | COM NEW | 44891N208 | $47.4K | 362,903 | 5.7% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $36.5K | 845,419 | 4.4% |
| Morningstar Inc(MORN) | COM | 617700109 | $24.9K | 72,810 | 3.0% |
| Angi Inc(ANGI1EUR) | COM CL A NEW | 00183L102 | $21.4K | 2,328,253 | 2.6% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $18.4K | 1,011,336 | 2.2% |
| Vimeo Inc(VMEO*) | COMMON STOCK | 92719V100 | $11.3K | 627,881 | 1.4% |
| American Well Corp | CL A | 03044L105 | $4.8K | 801,143 | 0.6% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $4.0K | 49,572 | 0.5% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $3.8K | 16,359 | 0.5% |