Q3 2023 Holdings
Filed 2023-11-14 | 5 holdings | $183.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $65.1M | 1,550,000 | 35.5% |
| Servicenow Inc(NOW) | COM | 81762P102 | $47.5M | 85,000 | 25.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $40.2M | 260,000 | 21.9% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $20.1M | 1,218,830 | 11.0% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $10.5M | 5,000,000 | 5.7% |