Q2 2023 Holdings
Filed 2023-08-14 | 5 holdings | $166.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicenow Inc(NOW) | COM | 81762P102 | $47.8M | 85,000 | 28.7% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $45.0M | 280,000 | 27.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $40.8M | 1,573,046 | 24.5% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $25.4M | 4,200,000 | 15.2% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $7.7M | 1,218,830 | 4.6% |