Q2 2021 Holdings
Filed 2021-08-16 | 24 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Facebook Inc(META) | CL A | 30303M102 | $198.7K | 571,500 | 15.6% |
| Adecoagro S A(AGRO) | COM | L00849106 | $117.4K | 11,692,837 | 9.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $109.9K | 400,050 | 8.6% |
| Salesforce COM Inc(CRM) | COM | 79466L302 | $83.8K | 342,900 | 6.6% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $83.4K | 228,358 | 6.5% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $78.9K | 200,080 | 6.2% |
| Alexanders Inc(ALX) | COM | 014752109 | $67.1K | 250,500 | 5.3% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $59.7K | 17,356 | 4.7% |
| Peloton Interactive Inc(PTON) | CL A COM | 70614W100 | $56.7K | 457,200 | 4.4% |
| Snap Inc(SNAP) | CL A | 83304A106 | $54.6K | 801,366 | 4.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $51.8K | 171,461 | 4.1% |
| Outfront Media Inc | COM | 69007J106 | $49.4K | 2,056,520 | 3.9% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $45.8K | 914,400 | 3.6% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $40.7K | 285,750 | 3.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $37.8K | 314,380 | 3.0% |
| Match Group Inc New(MTCH) | COM | 57667L107 | $36.9K | 228,600 | 2.9% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $30.0K | 342,856 | 2.4% |
| Jd.com Inc(JD) | SPON ADR CL A | 47215P106 | $27.4K | 342,900 | 2.1% |
| Finance of America Compan | COM CL A | 31738L107 | $25.6K | 3,350,000 | 2.0% |
| Bowx Acquisition Corp | CL A | 103085106 | $6.6K | 571,500 | 0.5% |
| Canopy Growth CorpPut | COM | 138035100 | $6.1K | 251,600 | 0.5% |
| Canopy Growth Corp | COM | 138035100 | $6.1K | 251,600 | 0.5% |
| Finance of America Compan | *W EXP 04/08/202 | 31738L115 | $1.6K | 1,175,000 | 0.1% |
| Moderna Inc(MRNA) | COM | 60770K107 | $317 | 1,350 | 0.0% |