Q4 2022 Holdings
Filed 2023-02-14 | 5 holdings | $377.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wayfair Inc(W) | CL A | 94419L101 | $120.0M | 3,650,000 | 31.8% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $91.8M | 1,000,000 | 24.4% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $65.1M | 2,358,904 | 17.3% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $52.7M | 5,000,000 | 14.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $47.4M | 10,000,000 | 12.6% |