CIK: 0001766908
Total reported value
$267.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | Stock-Comm Services | 39.96% | — | +74.18% | |
| 2 | CVNA | Carvana Co | Stock-Consumer Disc | 23.64% | — | +5.91% | |
| 3 | ANGI1EUR | Angi INC | Stock-Other | 15.46% | — | +9.10% | |
| 4 | IACIEUR | Iac/interactivecorp | Stock-Other | 11.71% | — | +13.03% | |
| 5 | JD | Jd.com Inc-adr | Stock-Consumer Disc | 9.23% | — | +8.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | +11.2% | +74.18% | Add |
| 2 | JD | Jd.com Inc-adr | -1.8% | +8.91% | Add |
| 3 | CVNA | Carvana Co | -2.4% | +5.91% | Add |
| 4 | IACIEUR | Iac/interactivecorp | -3.1% | +13.03% | Add |
| 5 | ANGI1EUR | Angi INC | -3.9% | +9.10% | Add |