Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
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 |
|---|---|---|---|---|
| Mercadolibre, Ltd. | 78.2% | Unchanged | 55,848 | $46.2M |
| Root, Inc. | 21.8% | Unchanged | 1,638,196 | $12.9M |
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