Q3 2024 Holdings
Filed 2024-11-14 | 6 holdings | $143.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $115.3M | 662,463 | 80.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $9.9M | 105,000 | 6.9% |
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $8.3M | 348,139 | 5.8% |
| Oscar Health Inc(OSCR) | CL A | 687793109 | $4.9M | 230,000 | 3.4% |
| Lemonade Inc(LMND) | COM | 52567D107 | $3.8M | 230,000 | 2.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $1.7M | 533,472 | 1.2% |