Q4 2024 Holdings
Filed 2025-02-14 | 13 holdings | $7.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $2.8B | 10,880,998 | 37.5% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $2.7B | 35,819,209 | 35.4% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $1.0B | 14,286,104 | 13.5% |
| Liberty Media Corp del(FWONK) | COM LBTY ONE S C | 531229755 | $270.0M | 2,913,686 | 3.6% |
| Light & Wonder Inc(LNWO) | COM | 80874P109 | $236.4M | 2,737,244 | 3.2% |
| Genius Sports Limited(GENI) | SHARES CL A | G3934V109 | $158.9M | 18,366,574 | 2.1% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $99.4M | 3,206,256 | 1.3% |
| Udemy Inc(UDMY) | COM | 902685106 | $95.3M | 11,575,298 | 1.3% |
| Coursera Inc(COUR) | COM | 22266M104 | $68.3M | 8,030,962 | 0.9% |
| Truecar Inc(5TC) | COM | 89785L107 | $66.2M | 17,758,146 | 0.9% |
| CME Group Inc(CME) | COM | 12572Q105 | $15.4M | 66,160 | 0.2% |
| American Well Corp(AMWL) | COM CL A NEW | 03044L204 | $6.1M | 841,338 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $224.6K | 3,198 | 0.0% |