Q4 2020 Holdings
Filed 2021-02-16 | 14 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Doordash Inc(DASH) | CL A | 25809K105 | $666.9K | 4,671,505 | 18.8% |
| New York Times Co(NYT) | CL A | 650111107 | $517.7K | 10,000,000 | 14.6% |
| Ferrari N V(RACE) | COM | N3167Y103 | $315.6K | 1,375,000 | 8.9% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $289.6K | 2,250,000 | 8.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $245.3K | 140,000 | 6.9% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $222.5K | 2,000,000 | 6.3% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $209.4K | 5,512,238 | 5.9% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $200.5K | 90,000 | 5.7% |
| Facebook Inc(META) | CL A | 30303M102 | $198.0K | 725,000 | 5.6% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $191.3K | 3,750,000 | 5.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $146.0K | 270,000 | 4.1% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $136.5K | 900,000 | 3.9% |
| Novocure LTD(NVCR) | ORD SHS | G6674U108 | $129.8K | 750,000 | 3.7% |
| Gray Television Inc(GTN) | COM | 389375106 | $73.5K | 4,107,933 | 2.1% |