Q1 2025 Holdings
Filed 2025-05-15 | 10 holdings | $260.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $77.8M | 135,000 | 29.9% |
| Netflix Inc(NFLX) | COM | 64110L106 | $69.9M | 75,000 | 26.9% |
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $24.9M | 567,714 | 9.6% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $20.9M | 110,000 | 8.0% |
| Remitly Global Inc(RELY) | COM | 75960P104 | $18.7M | 901,234 | 7.2% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $16.7M | 175,000 | 6.4% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $11.9M | 45,000 | 4.6% |
| Sharkninja Inc(SN) | COM SHS | G8068L108 | $8.3M | 100,000 | 3.2% |
| Zillow Group Inc(ZG) | CL A | 98954M101 | $6.7M | 100,000 | 2.6% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $4.4M | 97,500 | 1.7% |