Q4 2023 Holdings
Filed 2024-02-14 | 4 holdings | $190.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $74.4M | 1,404,506 | 39.0% |
| Servicenow Inc(NOW) | COM | 81762P102 | $60.1M | 85,000 | 31.5% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $45.1M | 240,000 | 23.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $11.2M | 1,218,830 | 5.9% |