Q2 2024 Holdings
Filed 2024-08-14 | 11 holdings | $5.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $2.1B | 11,371,660 | 37.5% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $1.7B | 36,248,505 | 30.4% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $696.9M | 15,472,695 | 12.6% |
| Liberty Media Corp del(FWONK) | COM LBTY ONE S C | 531229755 | $488.1M | 6,794,104 | 8.8% |
| Light & Wonder Inc(LNWO) | COM | 80874P109 | $153.4M | 1,462,160 | 2.8% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $113.4M | 3,699,219 | 2.1% |
| Genius Sports Limited(GENI) | SHARES CL A | G3934V109 | $109.8M | 20,153,946 | 2.0% |
| Udemy Inc(UDMY) | COM | 902685106 | $97.3M | 11,270,629 | 1.8% |
| Truecar Inc(5TC) | COM | 89785L107 | $55.6M | 17,766,275 | 1.0% |
| Coursera Inc(COUR) | COM | 22266M104 | $52.9M | 7,386,641 | 1.0% |
| American Well Corp | CL A | 03044L105 | $5.6M | 17,096,046 | 0.1% |