Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (4 quarters reported)
$63.9M in Q4 2021 → $36.6M now. Hover for any quarter.
As reported for the quarter ended September 30, 2022. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Bumble Inc | 98.9% | Unchanged | 1,683,959 | $36.2M |
| Bird Global Inc | 1.1% | Unchanged | 1,119,448 | $395K |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.
quarter ended September 30, 2022 · filed November 14, 2022
No position changes this quarter.
quarter ended June 30, 2022 · filed August 09, 2022
No position changes this quarter.
quarter ended March 31, 2022 · filed October 18, 2022
No position changes this quarter.
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