Q4 2024 Holdings
Filed 2025-02-14 | 6 holdings | $127.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $101.0M | 496,423 | 79.4% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $11.1M | 105,000 | 8.8% |
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $6.9M | 398,811 | 5.5% |
| Oscar Health Inc(OSCR) | CL A | 687793109 | $3.6M | 270,000 | 2.9% |
| Citi Trends Inc(CTRN) | COM | 17306X102 | $2.5M | 94,181 | 1.9% |
| Lemonade Inc(LMND) | COM | 52567D107 | $2.0M | 54,767 | 1.6% |