CIK: 0001766908
Total reported value
$267.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IACIEUR | Iac/interactivecorp | Stock-Other | 33.35% | — | — | |
| 2 | CVNA | Carvana Co | Stock-Consumer Disc | 32.01% | — | +25.96% | |
| 3 | SE | Sea Ltd-adr | Stock-Comm Services | 18.23% | — | — | |
| 4 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 16.40% | — | -34.59% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | +8.5% | +25.96% | Add |
| 2 | JD | Jd.com Inc-adr | -12.2% | -34.59% | Trim |
| 3 | IACIEUR | Iac/interactivecorp | -14.5% | — | Unchanged |
| 4 | SE | Sea Ltd-adr | — | NEW | New buy |