Q1 2025 Holdings
Filed 2025-05-13 | 4 holdings | $497.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $313.6M | 1,500,000 | 63.1% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $110.0M | 200,000 | 22.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $71.3M | 89,500 | 14.3% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $2.2M | 1,218,830 | 0.4% |