Q1 2022 Holdings
Filed 2022-05-13 | 13 holdings | $25.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Chegg Inc(CHGG) | COM | 163092109 | $16.3M | 450,000 | 65.1% |
| Charter Communication(CHTR) | COM | 16119P108 | $8.6M | 15,823 | 34.4% |
| Amazon.com Inc CMN(AMZN) | COM | 023135106 | $45.6K | 14,000 | 0.2% |
| Alphabet Inc Class A(GOOGL) | COM | 02079K305 | $17.8K | 6,400 | 0.1% |
| Zillow Group Inc(Z) | COM | 98954M200 | $13.0K | 264,000 | 0.1% |
| Carvana Co(CVNA) | COM | 146869102 | $10.9K | 91,420 | 0.0% |
| Facebook, Inc.(META) | COM | 30303M102 | $10.0K | 45,000 | 0.0% |
| Visa Inc. CMN Class A(V) | COM | 92826C839 | $8.9K | 40,000 | 0.0% |
| Jd.com, Inc.(JD) | COM | 47215P106 | $6.7K | 115,881 | 0.0% |
| Zillow Group Inc(ZG) | COM | 98954M101 | $6.3K | 130,000 | 0.0% |
| American Tower Corporation CMN(AMT) | COM | 03027X100 | $6.1K | 24,150 | 0.0% |
| GDS Holdings LTD(GDS) | COM | 36165L108 | $5.8K | 146,500 | 0.0% |
| Netflix, Inc.(NFLX) | COM | 64110L106 | $2.4K | 6,350 | 0.0% |