Q2 2022 Holdings
Filed 2022-08-12 | 8 holdings | $238.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Applovin Corp(APP) | COM CL A | 03831W108 | $128.8M | 3,740,801 | 53.9% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $109.5M | 1,000,000 | 45.9% |
| Wayfair Inc(W) | CL A | 94419L101 | $152.5K | 3,500,000 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $138.9K | 6,150,000 | 0.1% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $91.8K | 2,358,904 | 0.0% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $41.3K | 2,047,005 | 0.0% |
| Sportradar Group AG(SRAD) | CLASS A ORD SHS | H8088L103 | $27.7K | 3,500,000 | 0.0% |
| Cazoo Group LTD | COM | G2007L105 | $2.3K | 3,217,390 | 0.0% |