Q1 2022 Holdings
Filed 2022-05-16 | 7 holdings | $62.7M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-05-18) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bumble Inc(BMBL) | COM CL A | 12047B105 | $30.9M | 1,065,528 | 49.3% |
| Amplitude(AMPL) | COM CL A | 03213A104 | $28.7M | 1,555,721 | 45.7% |
| DoubleVerify(DV)A | COM | 25862V105 | $2.1M | 82,578,751 | 3.3% |
| Callaway Golf Co | COM | 131193904 | $495.9K | 21,175,226 | 0.8% |
| Outfront Media IncA | COM | 69007J106 | $494.3K | 17,388,024 | 0.8% |
| Dynatrace Inc(DT) | COM NEW | 268150109 | $42.7K | 907,595 | 0.1% |
| Roblox Corp(RBLX) | CL A | 771049103 | $27.6K | 596,650 | 0.0% |