Q4 2023 Holdings
Filed 2024-02-14 | 15 holdings | $81.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $13.3M | 8,467 | 16.3% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $10.2M | 1,221,233 | 12.4% |
| Toast Inc(TOST) | CL A | 888787108 | $9.9M | 543,774 | 12.1% |
| Dlocal LTD(DLO) | CLASS A COM | G29018101 | $8.4M | 477,113 | 10.3% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $6.1M | 165,200 | 7.5% |
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $5.1M | 20,000 | 6.2% |
| Nextdoor Holdings Inc(NXDR) | COM CL A | 65345M108 | $4.5M | 2,369,607 | 5.5% |
| Clear Channel Outdoor Hldgs(CCO) | COM | 18453H106 | $4.2M | 2,287,626 | 5.1% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $3.6M | 62,604 | 4.3% |
| Penn Entertainment Inc(PENN) | COM | 707569109 | $3.5M | 134,919 | 4.3% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $3.5M | 99,300 | 4.3% |
| Jfrog LTD(FROG) | ORD SHS | M6191J100 | $3.4M | 97,000 | 4.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.3M | 13,100 | 4.0% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $1.9M | 4,600 | 2.3% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $1.1M | 8,800 | 1.3% |