Q1 2026 Holdings
Filed 2026-05-14 | 11 holdings | $294.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $114.8M | 365,220 | 39.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $52.7M | 253,000 | 17.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $25.6M | 44,750 | 8.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $24.5M | 85,275 | 8.3% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $19.4M | 48,700 | 6.6% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $15.1M | 365,800 | 5.1% |
| GDS Hldgs LTD(GDS) | SPONSORED ADS | 36165L108 | $11.6M | 287,000 | 3.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $9.1M | 52,000 | 3.1% |
| Netflix Inc.(NFLX) | COM | 64110L106 | $8.9M | 92,300 | 3.0% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $8.7M | 85,776 | 3.0% |
| ACV Auctions Inc(ACVA) | COM CL A | 00091G104 | $3.8M | 887,000 | 1.3% |