Q2 2021 Holdings
Filed 2021-08-16 | 5 holdings | $835.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $401.7K | 1,331,017 | 48.1% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $143.0K | 1,126,830 | 17.1% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $105.0K | 2,085,000 | 12.6% |
| Servicenow Inc(NOW) | COM | 81762P102 | $96.2K | 175,000 | 11.5% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $89.6K | 325,000 | 10.7% |