Q1 2023 Holdings
Filed 2023-05-15 | 5 holdings | $510.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wayfair Inc(W) | CL A | 94419L101 | $125.3M | 3,650,000 | 24.5% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $105.5M | 1,000,000 | 20.7% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $103.4M | 2,358,904 | 20.2% |
| Carvana Co(CVNA) | CL A | 146869102 | $97.9M | 10,000,000 | 19.2% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $78.8M | 5,000,000 | 15.4% |