Q1 2022 Holdings
Filed 2022-05-16 | 5 holdings | $402.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $151.8K | 1,272,500 | 37.7% |
| Servicenow Inc(NOW) | COM | 81762P102 | $89.1K | 160,000 | 22.1% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $67.0K | 1,218,830 | 16.6% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $48.3K | 3,192,583 | 12.0% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $46.5K | 307,600 | 11.5% |