Q4 2023 Holdings
Filed 2024-02-14 | 9 holdings | $134.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $20.1M | 570,150 | 15.0% |
| Five9 Inc(FIVN) | COM | 338307101 | $19.8M | 251,107 | 14.7% |
| Beyond Inc(BBBY) | COM | 690370101 | $19.5M | 703,245 | 14.5% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $17.5M | 488,500 | 13.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $15.7M | 44,286 | 11.7% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $15.6M | 9,921 | 11.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $12.0M | 78,700 | 8.9% |
| Akamai Technologies Inc(AKAM) | COM | 00971T101 | $8.6M | 72,400 | 6.4% |
| Sprout Social Inc(SPT) | COM CL A | 85209W109 | $5.4M | 88,420 | 4.1% |