Q2 2024 Holdings
Filed 2024-08-14 | 5 holdings | $163.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $136.8M | 1,063,062 | 83.6% |
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $11.2M | 407,490 | 6.9% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $5.3M | 40,000 | 3.2% |
| Lemonade Inc(LMND) | COM | 52567D107 | $5.2M | 315,000 | 3.2% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $5.1M | 624,058 | 3.1% |