Q4 2022 Holdings
Filed 2023-02-14 | 5 holdings | $86.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicenow Inc(NOW) | COM | 81762P102 | $34.9M | 90,000 | 40.4% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $24.3M | 307,600 | 28.1% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $15.1M | 3,192,583 | 17.5% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $7.0M | 1,218,830 | 8.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $5.1M | 1,072,500 | 5.9% |