| Ticker | Name | Value | Shares | ↓ Weighting | ||||
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTDsponsord ads | Add | $250,317 | 35.0% | 1,257,556 | 4.5% | 35.33% | -6.2% |
| IAC | IAC INTERACTIVECORP NEW | Add | $194,006 | 96.1% | 1,024,591 | 24.1% | 27.38% | 36.2% |
| MTCH | MATCH GROUP INC NEW | Reduce | $117,105 | 35.8% | 774,556 | -0.6% | 16.53% | -5.6% |
| SQ | SQUARE INCcl a | Reduce | $108,328 | 18.3% | 497,740 | -11.6% | 15.29% | -17.8% |
| ANGI | ANGI HOMESERVICES INC | Add | $38,719 | 28.6% | 2,933,266 | 8.1% | 5.47% | -10.7% |
Download | ||||||||
- Portfolio
- Total value$708 Million
- Holdings5
- Turnover0.0%
- Managers
- Strategy
- Technology
- Filings
- EDGAR
February 12, 2021 07:32