Q1 2025 Holdings
Filed 2025-05-12 | 9 holdings | $190.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $40.0M | 339,008 | 21.0% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $34.9M | 157,434 | 18.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $27.1M | 72,139 | 14.2% |
| Doordash Inc(DASH) | CL A | 25809K105 | $25.3M | 138,274 | 13.3% |
| Telephone & Data SYS Inc(TDS) | COM NEW | 879433829 | $22.7M | 585,945 | 11.9% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $15.5M | 4,639,274 | 8.2% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $13.6M | 619,344 | 7.1% |
| Grocery Outlet Hldg Corp(GO) | COM | 39874R101 | $9.1M | 650,000 | 4.8% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $2.5M | 70,500 | 1.3% |