Q2 2025 Holdings
Filed 2025-08-14 | 14 holdings | $338.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $123.1M | 365,220 | 36.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $55.5M | 253,000 | 16.4% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $33.0M | 44,750 | 9.8% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $25.1M | 365,800 | 7.4% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $24.5M | 85,776 | 7.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $15.0M | 85,275 | 4.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $12.4M | 9,230 | 3.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $10.1M | 28,400 | 3.0% |
| ACV Auctions Inc(ACVA) | COM CL A | 00091G104 | $9.2M | 570,000 | 2.7% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $8.8M | 287,000 | 2.6% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $8.2M | 52,000 | 2.4% |
| Salesforce Inc(CRM) | COM | 79466L302 | $7.4M | 27,000 | 2.2% |
| Maplebear Inc(CART) | COM | 565394103 | $3.1M | 68,267 | 0.9% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $2.8M | 8,100 | 0.8% |