Q1 2021 Holdings
Filed 2021-05-17 | 7 holdings | $15.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bill COM Hldgs Inc(BILL) | COM | 090043100 | $14.6M | 100,000 | 95.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $354.2K | 1,350,000 | 2.3% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $112.1K | 1,021,830 | 0.7% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $84.8K | 1,600,000 | 0.6% |
| Servicenow Inc(NOW) | COM | 81762P102 | $60.0K | 120,000 | 0.4% |
| Melco Resorts and Entmnt LTD(MLCO) | ADR | 585464100 | $59.7K | 3,000,000 | 0.4% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $46.9K | 175,000 | 0.3% |