|
Q2 2026
|
10 |
2,356,875 |
CVNA, CPNG, AMZN, DASH
|
13F-HR
|
8/14/2026 |
000184073526000028 |
|
Q1 2026
|
10 |
2,296,661 |
CVNA, CPNG, NAVAN INC, TTAN
|
13F-HR
|
5/15/2026 |
000184073526000011 |
|
Q4 2025
|
10 |
2,981,111 |
CVNA, CPNG, NAVAN INC, TTAN
|
13F-HR
|
2/17/2026 |
000184073526000003 |
|
Q3 2025
|
8 |
3,065,911 |
CVNA, CPNG, FIGMA INC, TTAN
|
13F-HR
|
11/14/2025 |
000184073525000021 |
|
Q2 2025
|
7 |
2,663,678 |
CVNA, CPNG, TTAN, KVYO
|
13F-HR
|
8/14/2025 |
000184073525000017 |
|
Q1 2025
|
7 |
1,806,630 |
CVNA, CPNG, TTAN, TOST
|
13F-HR
|
5/14/2025 |
000184073525000012 |
|
Q4 2024
|
9 |
1,840,546 |
CVNA, CPNG, KVYO, TOST
|
13F-HR
|
2/13/2025 |
000184073525000007 |
|
Q3 2024
|
12 |
1,862,217 |
CVNA, CPNG, TOST, KVYO
|
13F-HR
|
11/14/2024 |
000184073524000003 |
|
Q2 2024
|
15 |
1,485,024 |
CVNA, CPNG, TOST, KVYO
|
13F-HR
|
8/14/2024 |
000090266424005136 |
|
Q1 2024
|
15 |
1,212,817 |
CVNA, TOST, CPNG, KVYO
|
13F-HR
|
5/15/2024 |
000090266424003648 |
|
Q4 2023
|
14 |
859,809 |
CVNA, TOST, CPNG, AMZN
|
13F-HR
|
2/14/2024 |
000090266424001709 |
|
Q3 2023
|
16 |
808,500 |
CVNA, CPNG, TOST, DASH
|
13F-HR
|
11/14/2023 |
000090266423005524 |
|
Q2 2023
|
14 |
825,699 |
TOST, CVNA, CPNG, DASH
|
13F-HR
|
8/14/2023 |
000090266423004423 |
|
Q1 2023
|
15 |
686,996 |
TOST, CPNG, CVNA, SE
|
13F-HR
|
5/15/2023 |
000090266423003087 |
|
Q4 2022
|
17 |
596,294 |
TOST, CPNG, IOT, SE
|
13F-HR
|
2/14/2023 |
000090266423001810 |
|
Q3 2022
|
16 |
1,311,243 |
CPNG, TOST, CVNA, IOT
|
13F-HR
|
11/14/2022 |
000090266422004887 |
|
Q2 2022
|
14 |
1,066,360 |
CPNG, TOST, UPWK, SE
|
13F-HR
|
8/15/2022 |
000090266422003985 |
|
Q1 2022
|
14 |
1,612,962 |
CPNG, TOST, CVNA, SE
|
13F-HR
|
5/16/2022 |
000090266422002993 |
|
Q4 2021
|
15 |
4,052,075 |
CPNG, TOST, SE, CLOV
|
13F-HR
|
2/14/2022 |
000090266422001718 |
|
Q3 2021
|
12 |
7,450,672 |
CPNG, HOOD, CLOV, SE
|
13F-HR
|
11/15/2021 |
000090266421004969 |
|
Q2 2021
|
13 |
13,286,357 |
CPNG, CLOV, SE, Z
|
13F-HR
|
8/16/2021 |
000090266421003902 |
|
Q1 2021
|
10 |
14,793,555 |
CPNG, CLOV, SE, Z
|
13F-HR
|
5/17/2021 |
000090266421002807 |
|
Q4 2020
|
11 |
344,283 |
SE, NYT, Z, GWRE
|
13F-HR
|
2/16/2021 |
000090266421001360 |