Q2 2023 Holdings
Filed 2023-08-14 | 6 holdings | $734.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Inc(IAC) | COM NEW | 44891N208 | $262.6M | 4,181,399 | 35.8% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $164.9M | 9,478,703 | 22.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $106.7M | 1,838,289 | 14.5% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $104.5M | 717,821 | 14.2% |
| Intuit(INTU) | COM | 461202103 | $84.7M | 184,786 | 11.5% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $10.6M | 11,241,342 | 1.5% |