Q2 2022 Holdings
Filed 2022-08-15 | 5 holdings | $174.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicenow Inc(NOW) | COM | 81762P102 | $66.6K | 140,000 | 38.2% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $28.9K | 307,600 | 16.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $28.7K | 1,272,500 | 16.5% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $27.2K | 1,218,830 | 15.6% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $22.9K | 3,192,583 | 13.1% |