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CIK 0001565432 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACV AUCTIONS INC | COM CL A | $7.1M | 1.9%Prev: 1.5% | 887,000 SH | Increased+317,000 SH |
| ALPHABET INC | CAP STK CL A | $26.7M | 7.1%Prev: 5.7% | 85,275 SH | Increased |
| AMAZON COM INC | COM | $58.4M | 15.4%Prev: 15.2% | 253,000 SH | Increased |
| APPLOVIN CORP | COM CL A | $24.1M | 6.4%Prev: 5.9% | 35,700 SH | Increased+5,600 SH |
| CARVANA CO | CL A | $154.1M | 40.8%Prev: 37.8% | 365,220 SH | Increased |
| FLUTTER ENTMT PLC | SHS | $18.4M | 4.9%Prev: 6.0% | 85,776 SH | Decreased |
| GDS HLDGS LTD | SPONSORED ADS | $10.0M | 2.6%Prev: 3.0% | 287,000 SH | Decreased |
| META PLATFORMS INC | CL A | $29.5M | 7.8%Prev: 9.0% | 44,750 SH | Decreased |
| NETFLIX INC | COM | $8.7M | 2.3%Prev: 3.0% | 92,300 SH | Decreased+83,070 SH |
| NVIDIA CORPORATION | COM | $9.7M | 2.6%Prev: 2.7% | 52,000 SH | Decreased |
| VISA INC | COM CL A | $6.4M | 1.7%Prev: 2.7% | 18,300 SH | Decreased-10,100 SH |
| ZILLOW GROUP INC | CL A | $25.0M | 6.6%Prev: 7.5% | 365,800 SH | Decreased |
| 13F-HR |
| 0001172661-26-003454 |
| $321.0M |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003276 | $338.2M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001899 | $294.2M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002035 | $260.6M | View |