Q1 2024 Holdings
Filed 2024-05-15 | 4 holdings | $269.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $123.5M | 1,404,506 | 45.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $64.8M | 85,000 | 24.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $63.3M | 240,000 | 23.5% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $17.7M | 1,218,830 | 6.6% |