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 | 37.67% | — | +14.54% | |
| 2 | ✓ | Stock-Other | 20.10% | — | — | ||
| 3 | XYZ | Block INC | Stock-Financials | 18.60% | — | -30.92% | |
| 4 | MTCH | Match Group INC | Stock-Comm Services | 17.52% | — | — | |
| 5 | ANGI1EUR | Angi INC | Stock-Other | 6.12% | — | -11.41% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SE | Sea Ltd-adr | +12.4% | +14.54% | Add |
| 2 | XYZ | Block INC | -0.6% | -30.92% | Trim |
| 3 | ANGI1EUR | Angi INC | -2.2% | -11.41% | Trim |
| 4 | IACIEUR | Iac/interactivecorp | — | EXIT | Sold out |
| 5 | ✓ | — | NEW | New buy | |
| 6 | MTCH | Match Group INC | — | NEW | New buy |
| 7 | JD | Jd.com Inc-adr | — | EXIT | Sold out |
| 8 | CVNA | Carvana Co | — | EXIT | Sold out |