Q2 2020 Holdings
Filed 2020-08-07 | 6 holdings | $122.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SBA Communications Corp New(SBAC) | CL A | 78410G104 | $45.1K | 151,382 | 36.8% |
| Match Group Inc(MTCHEUR) | COM | 57665R106 | $40.6K | 379,382 | 33.2% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $13.8K | 353,412 | 11.3% |
| Rubicon Proj Inc | COM | 78112V102 | $11.0K | 1,648,800 | 9.0% |
| The Realreal Inc(REAL) | COM | 88339P101 | $9.4K | 737,255 | 7.7% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.5K | 1,787 | 2.1% |