Q3 2023 Holdings
Filed 2023-11-13 | 6 holdings | $597.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Inc(IAC) | COM NEW | 44891N208 | $185.4M | 3,678,597 | 31.0% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $123.5M | 7,267,631 | 20.7% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $113.4M | 2,580,582 | 19.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $90.9M | 605,066 | 15.2% |
| Intuit(INTU) | COM | 461202103 | $77.7M | 152,003 | 13.0% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $6.5M | 4,721,154 | 1.1% |