Q3 2023 Holdings
Filed 2023-11-14 | 6 holdings | $81.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $44.6M | 1,063,062 | 54.5% |
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $12.7M | 494,674 | 15.5% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $8.5M | 92,625 | 10.3% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $7.9M | 476,215 | 9.6% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $4.7M | 160,221 | 5.8% |
| Progyny Inc(PGNY) | COM | 74340E103 | $3.5M | 104,347 | 4.3% |