Q4 2020 Holdings
Filed 2021-02-12 | 5 holdings | $708.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $250.3K | 1,257,556 | 35.3% |
| IAC Interactivecorp New | COM | 44891N109 | $194.0K | 1,024,591 | 27.4% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $117.1K | 774,556 | 16.5% |
| Square Inc(XYZ) | CL A | 852234103 | $108.3K | 497,740 | 15.3% |
| Angi Homeservices Inc(ANGI1EUR) | COM CL A | 00183L102 | $38.7K | 2,933,266 | 5.5% |