Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (2 quarters reported)
$78.6M in Q4 2021 → $57.8M now. Hover for any quarter.
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 |
|---|---|---|---|---|
| Coinbase Global Inc | 84.2% | Unchanged | 256,532 | $48.7M |
| Draftkings Inc | 9.4% | Unchanged | 279,989 | $5.45M |
| Roku Inc | 5.6% | Unchanged | 25,795 | $3.23M |
| A Appharvest Inc | 0.7% | Unchanged | 79,961 | $430K |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 1 quarters.
quarter ended March 31, 2022 · filed May 12, 2022
No position changes this quarter.
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