Q4 2022 Holdings
Filed 2023-02-13 | 7 holdings | $629.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Inc(IAC) | COM NEW | 44891N208 | $179.0M | 4,031,749 | 28.4% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $142.2M | 2,733,045 | 22.6% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $93.1M | 6,328,272 | 14.8% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $78.7M | 622,680 | 12.5% |
| Intuit(INTU) | COM | 461202103 | $76.0M | 195,381 | 12.1% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $46.2M | 322,082 | 7.3% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $14.3M | 9,928,162 | 2.3% |