Q1 2022 Holdings
Filed 2022-05-16 | 9 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spotify Technologies, S.A.(SPOT) | Common | L8681T102 | $546.4K | 3,618,272 | 43.4% |
| Netflix, Inc.(NFLX) | Common* | 64110L106 | $269.7K | 720,000 | 21.4% |
| Payoneer Global, Inc.(PAYO) | Common | 70451X104 | $186.0K | 41,697,116 | 14.8% |
| Zillow Group, Inc.(Z) | Capital** | 98954M200 | $134.8K | 2,735,000 | 10.7% |
| Rover Group Inc | Common | 77936F103 | $47.3K | 8,194,447 | 3.8% |
| Rent the Runway Inc | Common | 76010Y103 | $27.2K | 3,949,669 | 2.2% |
| Nerdy, Inc.(NRDY) | Common | 64081V109 | $19.6K | 3,843,155 | 1.6% |
| Zillow Group, Inc.(ZG) | Common** | 98954M101 | $18.5K | 384,337 | 1.5% |
| 8x8, Inc.(EGHT) | Common | 282914100 | $8.7K | 690,137 | 0.7% |