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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| IAC | IAC INC | 21.15% | 3,086,866 | $164,653,432 | -499,739 | -13.93% | $53.34 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 15.63% | 570,709 | $121,737,937 | -17,513 | -2.98% | $213.31 | 13F |
| FOUR | SHIFT4 PMTS INC | 13.55% | 1,596,421 | $105,475,535 | 1,596,421 | New | $66.07 | 13F |
| SE | SEA LTD | 13.04% | 1,890,307 | $101,528,389 | -815,007 | -30.13% | $53.71 | 13F |
| MNDY | MONDAY COM LTD | 12.64% | 435,896 | $98,455,830 | 435,896 | New | $225.87 | 13F |
| CPNG | COUPANG INC | 11.28% | 4,936,033 | $87,812,027 | -1,375,159 | -21.79% | $17.79 | 13F |
| INTU | INTUIT | 10.95% | 131,169 | $85,259,850 | -16,408 | -11.12% | $650 | 13F |
| BLND | BLEND LABS INC | 1.77% | 4,230,861 | $13,750,298 | 230,092 | 5.75% | $3.25 | 13F |