Q4 2023 Holdings
Filed 2024-02-14 | 14 holdings | $147.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $40.3M | 265,000 | 27.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $19.3M | 365,220 | 13.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $15.8M | 44,750 | 10.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $13.9M | 99,500 | 9.4% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $13.2M | 233,500 | 9.0% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $8.6M | 58,450 | 5.8% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.4M | 32,400 | 5.7% |
| Salesforce Inc(CRM) | COM | 79466L302 | $7.1M | 27,000 | 4.8% |
| ACV Auctions Inc(ACVA) | COM CL A | 00091G104 | $6.9M | 457,000 | 4.7% |
| Netflix Inc(NFLX) | COM | 64110L106 | $4.8M | 9,950 | 3.3% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $3.3M | 115,881 | 2.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $2.5M | 5,100 | 1.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.0M | 5,400 | 1.4% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $1.4M | 157,100 | 1.0% |