Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (3 quarters reported)
$51.5M in Q1 2022 → $53.9M 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 |
|---|---|---|---|---|
| Hims & Hers Health, Inc. | 100.0% | Unchanged | 9,663,356 | $53.9M |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 2 quarters.
quarter ended September 30, 2022 · filed November 14, 2022
No position changes this quarter.
quarter ended June 30, 2022 · filed August 15, 2022
No position changes this quarter.
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