Q1 2024 Holdings
Filed 2024-05-15 | 4 holdings | $120.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $93.5M | 1,063,062 | 77.6% |
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $13.9M | 494,674 | 11.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $9.0M | 624,058 | 7.5% |
| Progyny Inc(PGNY) | COM | 74340E103 | $4.0M | 104,347 | 3.3% |