Q2 2024 Holdings
Filed 2024-08-13 | 4 holdings | $336.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $193.1M | 1,500,000 | 57.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $70.4M | 89,500 | 20.9% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $62.8M | 200,000 | 18.7% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $10.0M | 1,218,830 | 3.0% |