Q1 2023 Holdings
Filed 2023-05-12 | 7 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CCC Intelligent Solutions Holdings Inc(CCC) | Common | 12510Q100 | $453.8M | 50,589,027 | 37.5% |
| Sportradar Group AG(SRAD) | Common | H8088L103 | $396.3M | 34,079,496 | 32.7% |
| Zillow Group, Inc.(Z) | Capital** | 98954M200 | $135.5M | 3,047,614 | 11.2% |
| LegalZoom.com(LZ) | Common | 52466B103 | $134.2M | 14,302,073 | 11.1% |
| TripAdvisor, Inc.(TRIP) | Common | 896945201 | $45.3M | 2,281,000 | 3.7% |
| Peloton Interactive, Inc.(PTON) | Common* | 70614W100 | $41.7M | 3,676,413 | 3.4% |
| Zillow Group, Inc.(ZG) | Common** | 98954M101 | $4.4M | 100,000 | 0.4% |