Q2 2023 Holdings
Filed 2023-08-14 | 6 holdings | $875.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $259.2M | 10,000,000 | 29.6% |
| Wayfair Inc(W) | CL A | 94419L101 | $237.3M | 3,650,000 | 27.1% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $140.3M | 2,358,904 | 16.0% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $128.7M | 5,000,000 | 14.7% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $98.1M | 1,000,000 | 11.2% |
| Doordash Inc(DASH) | CL A | 25809K105 | $11.5M | 150,000 | 1.3% |