Q4 2023 Holdings
Filed 2024-02-14 | 6 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $502.4M | 9,490,000 | 39.5% |
| Wayfair Inc(W) | CL A | 94419L101 | $225.2M | 3,650,000 | 17.7% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $199.3M | 5,000,000 | 15.7% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $188.8M | 2,358,904 | 14.8% |
| Colliers Intl Group Inc(CIGI) | SUB VTG SHS | 194693107 | $126.7M | 1,000,000 | 10.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $29.7M | 300,000 | 2.3% |