Q1 2023 Holdings
Filed 2023-05-12 | 7 holdings | $758.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Inc(IAC) | COM NEW | 44891N208 | $220.3M | 4,269,795 | 29.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $159.5M | 1,843,068 | 21.0% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $143.8M | 8,990,248 | 19.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $93.5M | 663,713 | 12.3% |
| Intuit(INTU) | COM | 461202103 | $92.9M | 208,393 | 12.2% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $38.5M | 249,626 | 5.1% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $10.3M | 10,386,061 | 1.4% |