Q4 2023 Holdings
Filed 2024-02-14 | 5 holdings | $86.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $56.3M | 1,063,062 | 65.2% |
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $16.7M | 494,674 | 19.4% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $5.7M | 624,058 | 6.7% |
| Progyny Inc(PGNY) | COM | 74340E103 | $3.9M | 104,347 | 4.5% |
| Confluent Inc(CFLT) | CLASS A COM | 20717M103 | $3.7M | 160,221 | 4.3% |