Q3 2024 Holdings
Filed 2024-11-13 | 4 holdings | $418.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $261.2M | 1,500,000 | 62.4% |
| Servicenow Inc(NOW) | COM | 81762P102 | $80.0M | 89,500 | 19.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $73.7M | 200,000 | 17.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $3.9M | 1,218,830 | 0.9% |