Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
As reported for the quarter ended March 31, 2021. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Wayfair Inc | 43.3% | Unchanged | 4,800,000 | $1.51B |
| Carvana Co | 29.8% | Unchanged | 3,963,463 | $1.04B |
| CI Colliers Intl Group Inc | 16.1% | Unchanged | 5,725,143 | $563M |
| Cimpress PLC | 6.8% | Unchanged | 2,358,904 | $236M |
| XL Xpo Logistics Inc | 1.8% | Unchanged | 500,000 | $61.7M |
| GC Gtt Communications Inc | 0.8% | Unchanged | 15,875,000 | $29.1M |
| Spotify Technology S A | 0.8% | Unchanged | 100,000 | $26.8M |
| Zillow Group Inc | 0.6% | Unchanged | 150,000 | $19.4M |
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