Q1 2023 Holdings
Filed 2023-05-15 | 5 holdings | $113.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicenow Inc(NOW) | COM | 81762P102 | $41.8M | 90,000 | 36.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $41.1M | 307,600 | 36.3% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $15.7M | 3,192,583 | 13.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $10.5M | 1,072,500 | 9.3% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $4.1M | 1,218,830 | 3.7% |