Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended March 31, 2022. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Bumble Inc | 94.7% | Unchanged | 1,683,959 | $48.8M |
| Bird Global Inc | 5.3% | Unchanged | 1,119,448 | $2.74M |
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