Q2 2024 Holdings
Filed 2024-08-14 | 16 holdings | $213.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $48.9M | 253,000 | 22.9% |
| Carvana Co(CVNA) | CL A | 146869102 | $47.0M | 365,220 | 22.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $22.6M | 44,750 | 10.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $15.5M | 85,275 | 7.3% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $14.4M | 320,800 | 6.8% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $12.5M | 68,776 | 5.9% |
| ACV Auctions Inc(ACVA) | COM CL A | 00091G104 | $8.3M | 457,000 | 3.9% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $8.0M | 49,225 | 3.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $7.5M | 28,400 | 3.5% |
| Salesforce Inc(CRM) | COM | 79466L302 | $6.9M | 27,000 | 3.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.3M | 51,000 | 3.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $6.2M | 9,230 | 2.9% |
| Jd.com Inc(JD) | SPON ADS CL A | 47215P106 | $3.0M | 115,881 | 1.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.4M | 5,400 | 1.1% |
| Maplebear Inc(CART) | COM | 565394103 | $2.2M | 68,267 | 1.0% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $1.5M | 157,100 | 0.7% |