Q1 2023 Holdings
Filed 2023-05-15 | 6 holdings | $42.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $14.0M | 500,233 | 32.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $9.5M | 970,362 | 22.4% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $6.4M | 78,147 | 15.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $5.1M | 1,508,988 | 12.1% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $3.9M | 161,800 | 9.2% |
| Progyny Inc(PGNY) | COM | 74340E103 | $3.6M | 111,786 | 8.5% |