Q1 2023 Holdings
Filed 2023-05-15 | 16 holdings | $320.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $42.9M | 679,764 | 13.4% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $41.3M | 31,300 | 12.9% |
| Crown Hldgs Inc(CCK) | COM | 228368106 | $39.0M | 471,628 | 12.2% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $38.1M | 445,714 | 11.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $34.5M | 334,495 | 10.8% |
| Salesforce Inc(CRM) | COM | 79466L302 | $21.9M | 109,700 | 6.8% |
| Zillow Group Inc(Z) | CL C CAP STK | 98954M200 | $20.9M | 469,784 | 6.5% |
| D R Horton Inc(DHI) | COM | 23331A109 | $20.0M | 204,837 | 6.2% |
| Servicenow Inc(NOW) | COM | 81762P102 | $17.2M | 37,000 | 5.4% |
| Liberty Media Corp del(FWONKUSD) | COM SER C FRMLA | 531229854 | $16.7M | 223,693 | 5.2% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $14.5M | 246,229 | 4.5% |
| Mongodb Inc(MDB) | CL A | 60937P106 | $8.9M | 38,282 | 2.8% |
| Propertyguru Group LTD | ORD SHS | G7258M108 | $2.5M | 500,000 | 0.8% |
| New York Times Co(NYT) | CL A | 650111107 | $1.3M | 32,500 | 0.4% |
| Blackline Inc(BL) | COM | 09239B109 | $353.7K | 5,267 | 0.1% |
| Apollo Strategic Grwt Cptl I | SHS CL A | G0412A102 | $7.0K | 71,813 | 0.0% |