Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (4 quarters reported)
$97.9M in Q4 2023 → $142M now. Hover for any quarter.
As reported for the quarter ended September 30, 2024. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Payoneer Global Inc | 100.0% | Unchanged | 18,797,758 | $142M |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 3 quarters.
quarter ended September 30, 2024 · filed November 14, 2024
No position changes this quarter.
quarter ended June 30, 2024 · filed October 10, 2024
No position changes this quarter.
quarter ended March 31, 2024 · filed May 07, 2024
No position changes this quarter.
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