Q1 2024 Holdings
Filed 2024-05-14 | 8 holdings | $778.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Inc(IAC) | COM NEW | 44891N208 | $164.7M | 3,086,866 | 21.1% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $121.7M | 570,709 | 15.6% |
| Shift4 Pmts Inc(FOUR) | CL A | 82452J109 | $105.5M | 1,596,421 | 13.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $101.5M | 1,890,307 | 13.0% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $98.5M | 435,896 | 12.6% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $87.8M | 4,936,033 | 11.3% |
| Intuit(INTU) | COM | 461202103 | $85.3M | 131,169 | 10.9% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $13.8M | 4,230,861 | 1.8% |