Q4 2020 Holdings
Filed 2021-02-16 | 5 holdings | $682.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $323.4K | 1,350,000 | 47.4% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $145.9K | 1,021,830 | 21.4% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $102.1K | 1,600,000 | 15.0% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $55.7K | 3,000,000 | 8.2% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $55.1K | 175,000 | 8.1% |