Q1 2025 Holdings
Filed 2025-05-14 | 11 holdings | $308.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coupang Inc(CPNG) | CL A | 22266T109 | $53.0M | 2,417,500 | 17.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $51.4M | 394,000 | 16.7% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $34.0M | 154,800 | 11.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $30.9M | 169,000 | 10.0% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $28.6M | 272,500 | 9.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $27.2M | 176,000 | 8.8% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $25.7M | 46,750 | 8.3% |
| NU Hldgs LTD(NU) | ORD SHS CL A | G6683N103 | $23.0M | 2,250,000 | 7.5% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $15.5M | 137,850 | 5.0% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $9.9M | 103,250 | 3.2% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $9.4M | 30,250 | 3.0% |