Q1 2023 Holdings
Filed 2023-05-12 | 13 holdings | $132.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $21.0M | 214,686 | 15.9% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $19.8M | 403,450 | 14.9% |
| Five Below Inc(FIVE) | COM | 33829M101 | $17.7M | 85,924 | 13.4% |
| Progyny Inc(PGNY) | COM | 74340E103 | $16.5M | 512,642 | 12.4% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $16.1M | 745,171 | 12.1% |
| Doubleverify Hldgs Inc(DV) | COM | 25862V105 | $10.5M | 349,724 | 8.0% |
| Netflix Inc(NFLX) | COM | 64110L106 | $10.2M | 29,529 | 7.7% |
| Synopsys Inc(SNPS) | COM | 871607107 | $7.7M | 20,000 | 5.8% |
| Toast Inc(TOST) | CL A | 888787108 | $5.6M | 315,499 | 4.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $2.2M | 29,277 | 1.7% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $2.0M | 20,000 | 1.5% |
| The Realreal Inc(REAL) | COM | 88339P101 | $1.7M | 1,386,178 | 1.3% |
| Xometry Inc(XMTR) | CLASS A COM | 98423F109 | $1.5M | 98,404 | 1.1% |