Q1 2026 Holdings
Filed 2026-05-11 | 4 holdings | $618.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $471.6M | 1,500,000 | 76.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $73.2M | 700,000 | 11.8% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $72.7M | 150,000 | 11.8% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $1.3M | 1,218,830 | 0.2% |