Q2 2021 Holdings
Filed 2021-08-16 | 14 holdings | $157.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| MGM Resorts International(MGM) | COM | 552953101 | $20.2K | 473,066 | 12.8% |
| Doordash Inc(DASH) | CL A | 25809K105 | $19.5K | 109,600 | 12.4% |
| Williams Sonoma Inc(WSM) | COM | 969904101 | $17.9K | 111,819 | 11.3% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $17.0K | 139,092 | 10.8% |
| Dicks Sporting Goods Inc(DKS) | COM | 253393102 | $15.1K | 150,700 | 9.6% |
| Trip COM Group LTD(CLV) | ADS | 89677Q107 | $13.1K | 370,209 | 8.3% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $11.8K | 94,900 | 7.5% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $10.8K | 178,481 | 6.8% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $8.9K | 70,000 | 5.6% |
| Vimeo Inc(VMEO*) | COMMON STOCK | 92719V100 | $7.4K | 151,307 | 4.7% |
| Tripadvisor Inc(TRIP) | COM | 896945201 | $6.2K | 152,846 | 3.9% |
| IAC Interactivecorp New | COM | 44891N109 | $4.8K | 30,956 | 3.0% |
| Avis Budget Group(CAR) | COM | 053774105 | $3.0K | 38,400 | 1.9% |
| Twitter Inc(TWTRUSD) | COM | 90184L102 | $2.1K | 30,800 | 1.3% |