Q4 2023 Holdings
Filed 2024-02-14 | 11 holdings | $4.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $2.1B | 36,394,056 | 44.7% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $896.0M | 15,797,294 | 19.0% |
| Liberty Media Corp del(FWONK) | COM LBTY ONE S C | 531229755 | $810.9M | 12,844,702 | 17.2% |
| Light & Wonder Inc(LNWO) | COM | 80874P109 | $173.7M | 2,115,817 | 3.7% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $173.1M | 4,837,336 | 3.7% |
| Udemy Inc(UDMY) | COM | 902685106 | $139.0M | 9,439,495 | 2.9% |
| Coursera Inc(COUR) | COM | 22266M104 | $136.5M | 7,049,299 | 2.9% |
| Genius Sports Limited(GENI) | SHARES CL A | G3934V109 | $126.9M | 20,526,210 | 2.7% |
| Truecar Inc(5TC) | COM | 89785L107 | $63.5M | 18,365,289 | 1.3% |
| Rocket COS Inc(RKT) | COM CL A | 77311W101 | $63.5M | 4,384,150 | 1.3% |
| American Well Corp | CL A | 03044L105 | $25.8M | 17,297,672 | 0.5% |