Q1 2024 Holdings
Filed 2024-05-15 | 11 holdings | $3.9B | 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 | $1.8B | 36,394,056 | 45.3% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $756.1M | 15,797,294 | 19.3% |
| Liberty Media Corp del(FWONK) | COM LBTY ONE S C | 531229755 | $660.1M | 10,062,862 | 16.8% |
| Light & Wonder Inc(LNWO) | COM | 80874P109 | $133.7M | 1,309,869 | 3.4% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $127.1M | 3,848,388 | 3.2% |
| Udemy Inc(UDMY) | COM | 902685106 | $121.7M | 11,081,447 | 3.1% |
| Genius Sports Limited(GENI) | SHARES CL A | G3934V109 | $115.1M | 20,153,946 | 2.9% |
| Coursera Inc(COUR) | COM | 22266M104 | $90.0M | 6,416,404 | 2.3% |
| Rocket COS Inc(RKT) | COM CL A | 77311W101 | $63.8M | 4,384,150 | 1.6% |
| Truecar Inc(5TC) | COM | 89785L107 | $62.0M | 18,280,289 | 1.6% |
| American Well Corp | CL A | 03044L105 | $13.9M | 17,166,514 | 0.4% |