Q2 2026 Holdings
Filed 2026-07-20 | 4 holdings | $620.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $493.7M | 7,500,000 | 79.6% |
| Servicenow Inc(NOW) | COM | 81762P102 | $76.9M | 775,000 | 12.4% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $48.9M | 106,520 | 7.9% |
| Cardlytics Inc(CDLX) | COM NEW | 14161W303 | $547.3K | 121,883 | 0.1% |