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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| IAC | IAC INC | 30.84% | 3,586,605 | $187,866,370 | -91,992 | -2.5% | $52.38 | 13F |
| SE | SEA LTD | 17.99% | 2,705,314 | $109,565,217 | 124,732 | 4.83% | $40.5 | 13F |
| HLT | HILTON WORLDWIDE HLDGS INC | 17.58% | 588,222 | $107,109,344 | -16,844 | -2.78% | $182.09 | 13F |
| CPNG | COUPANG INC | 16.77% | 6,311,192 | $102,178,198 | -956,439 | -13.16% | $16.19 | 13F |
| INTU | INTUIT | 15.14% | 147,577 | $92,240,052 | -4,426 | -2.91% | $625.03 | 13F |
| BLND | BLEND LABS INC | 1.67% | 4,000,769 | $10,201,961 | -720,385 | -15.26% | $2.55 | 13F |