Q1 2024 Holdings
Filed 2024-05-15 | 15 holdings | $194.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $47.8M | 265,000 | 24.5% |
| Carvana Co(CVNA) | CL A | 146869102 | $32.1M | 365,220 | 16.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $21.7M | 44,750 | 11.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $15.0M | 99,500 | 7.7% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $13.6M | 68,776 | 7.0% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $11.2M | 233,500 | 5.7% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $10.5M | 58,450 | 5.4% |
| Visa Inc(V) | COM CL A | 92826C839 | $9.0M | 32,400 | 4.6% |
| ACV Auctions Inc(ACVA) | COM CL A | 00091G104 | $8.6M | 457,000 | 4.4% |
| Salesforce Inc(CRM) | COM | 79466L302 | $8.1M | 27,000 | 4.2% |
| Netflix Inc(NFLX) | COM | 64110L106 | $6.0M | 9,950 | 3.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $4.6M | 5,100 | 2.4% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $3.2M | 115,881 | 1.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.3M | 5,400 | 1.2% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $1.0M | 157,100 | 0.5% |