$1.21Billion
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AMZN | AMAZON COM INC | 3.87 | 260,000 | 46,898,800 | REDUCED | -5.45 | |
CPNG | COUPANG INC | 13.11 | 8,937,770 | 159,003,000 | UNCHANGED | 0.00 | |
CVNA | CARVANA CO | 43.60 | 6,015,030 | 528,781,000 | REDUCED | -0.41 | |
DASH | DOORDASH INC | 3.78 | 333,253 | 45,895,600 | REDUCED | -17.36 | |
NYT | NEW YORK TIMES CO | 2.43 | 681,022 | 29,433,800 | REDUCED | -4.08 | |
PCOR | PROCORE TECHNOLOGIES INC | 1.33 | 196,232 | 16,124,400 | ADDED | 6.97 | |
SE | SEA LTD | 3.35 | 756,942 | 40,655,400 | UNCHANGED | 0.00 | |
SNOW | SNOWFLAKE INC | 2.27 | 170,000 | 27,472,000 | UNCHANGED | 0.00 | |
SOND | SONDER HOLDINGS INC | 0.01 | 50,105 | 148,311 | UNCHANGED | 0.00 | |
TOST | TOAST INC | 17.34 | 8,441,610 | 210,365,000 | REDUCED | -4.52 | |
UPWK | UPWORK INC | 1.07 | 1,057,930 | 12,970,200 | REDUCED | -17.22 | |
Z | ZILLOW GROUP INC | 0.12 | 29,511 | 1,439,550 | UNCHANGED | 0.00 | |
Z | ZILLOW GROUP INC | 0.11 | 27,901 | 1,335,340 | UNCHANGED | 0.00 | |
KLAVIYO INC | 5.28 | 2,511,800 | 64,000,600 | NEW | |||
MAPLEBEAR INC | 2.33 | 758,766 | 28,294,400 | UNCHANGED | 0.00 |