Q3 2024 Holdings
Filed 2024-11-01 | 10 holdings | $241.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Reddit Inc(RDDT) | CL A | 75734B100 | $47.1M | 715,000 | 19.5% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $31.1M | 84,500 | 12.9% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $30.1M | 372,250 | 12.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $28.8M | 305,000 | 11.9% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $23.3M | 950,000 | 9.7% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $21.0M | 74,300 | 8.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $18.4M | 230,000 | 7.6% |
| Doordash Inc(DASH) | CL A | 25809K105 | $16.3M | 114,000 | 6.7% |
| Block Inc(XYZ) | CL A | 852234103 | $13.6M | 202,500 | 5.6% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $11.9M | 50,750 | 4.9% |