Q2 2021 Holdings
Filed 2021-08-16 | 6 holdings | $162.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Transdigm Group Inc(TDG) | COM | 893641100 | $39.9K | 61,649 | 24.6% |
| Guidewire Software Inc(GWRE) | COM | 40171V100 | $35.3K | 313,085 | 21.8% |
| New York Times Co(NYT) | CL A | 650111107 | $32.9K | 755,689 | 20.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $19.0K | 63,113 | 11.7% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $18.3K | 380,427 | 11.3% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $16.7K | 10,727 | 10.3% |