Q2 2023 Holdings
Filed 2023-08-14 | 24 holdings | $331.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $38.3M | 350,000 | 11.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $38.3M | 112,350 | 11.5% |
| Block Inc(XYZ) | CL A | 852234103 | $33.3M | 500,000 | 10.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $23.0M | 80,000 | 6.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $21.2M | 162,357 | 6.4% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $20.8M | 150,000 | 6.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $19.0M | 45,000 | 5.7% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $16.4M | 120,000 | 4.9% |
| AT&T Inc(T) | COM | 00206R102 | $16.3M | 1,020,000 | 4.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $14.7M | 33,400 | 4.4% |
| Farfetch LTD(FTCHQ) | ORD SH CL A | 30744W107 | $12.7M | 2,100,000 | 3.8% |
| Bumble Inc(BMBL) | COM CL A | 12047B105 | $10.1M | 600,000 | 3.0% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $8.7M | 154,636 | 2.6% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $8.0M | 800,000 | 2.4% |
| Warner Music Group Corp(WMG) | COM CL A | 934550203 | $7.8M | 300,000 | 2.4% |
| Doordash Inc(DASH) | CL A | 25809K105 | $7.6M | 100,000 | 2.3% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $6.9M | 100,000 | 2.1% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $6.6M | 17,755 | 2.0% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $6.1M | 400,000 | 1.8% |
| Draftkings Inc New(DKNG) | COM CL A | 26142V105 | $5.3M | 200,000 | 1.6% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $3.6M | 3,000 | 1.1% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $3.1M | 320,000 | 0.9% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $2.7M | 1,000 | 0.8% |
| Iqiyi Inc(IQ) | SPONSORED ADS | 46267X108 | $1.6M | 300,000 | 0.5% |