Q4 2023 Holdings
Filed 2024-02-13 | 6 holdings | $609.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Inc(IAC) | COM NEW | 44891N208 | $187.9M | 3,586,605 | 30.8% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $109.6M | 2,705,314 | 18.0% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $107.1M | 588,222 | 17.6% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $102.2M | 6,311,192 | 16.8% |
| Intuit(INTU) | COM | 461202103 | $92.2M | 147,577 | 15.1% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $10.2M | 4,000,769 | 1.7% |