Q3 2024 Holdings
Filed 2024-11-14 | 11 holdings | $6.9B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $2.7B | 11,318,621 | 39.0% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $2.3B | 36,158,341 | 33.6% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $909.3M | 14,682,604 | 13.2% |
| Liberty Media Corp del(FWONK) | COM LBTY ONE S C | 531229755 | $241.4M | 3,117,321 | 3.5% |
| Light & Wonder Inc(LNWO) | COM | 80874P109 | $238.4M | 2,627,045 | 3.5% |
| Genius Sports Limited(GENI) | SHARES CL A | G3934V109 | $158.0M | 20,153,946 | 2.3% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $115.8M | 3,699,438 | 1.7% |
| Udemy Inc(UDMY) | COM | 902685106 | $87.1M | 11,712,950 | 1.3% |
| Coursera Inc(COUR) | COM | 22266M104 | $66.7M | 8,398,228 | 1.0% |
| Truecar Inc(5TC) | COM | 89785L107 | $61.3M | 17,758,146 | 0.9% |
| American Well Corp(AMWL) | COM CL A NEW | 03044L204 | $8.0M | 841,338 | 0.1% |