$155 Million is the total value of Half Sky Capital (UK) Ltd's 6 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ETSY | Buy | Etsy Inc | $61,000,000 | +66.8% | 1,079,648 | +81.2% | 39.39% | +32.5% |
| BOOT | Buy | Boot Barn Holdings Inc | $30,316,000 | -1.1% | 868,647 | +1.0% | 19.57% | -21.4% |
| WDAY | New | Workday Inccl a | $26,332,000 | – | 154,933 | +100.0% | 17.00% | – |
| ZEN | Sell | Zendesk Inc | $18,794,000 | -49.1% | 257,873 | -37.9% | 12.14% | -59.6% |
| SNAP | New | Snap Inccl a | $17,091,000 | – | 1,081,699 | +100.0% | 11.04% | – |
| WB | New | Weibo Corpsponsored adr | $1,345,000 | – | 30,000 | +100.0% | 0.87% | – |
| GIS | Exit | General Mills Inc | $0 | – | -171,079 | -100.0% | -7.30% | – |
| SFM | Exit | Sprouts Farmers Market Inc | $0 | – | -524,865 | -100.0% | -8.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ETSY INC | 18 | Q3 2023 | 39.4% |
| VIPSHOP HOLDINGS LIMITED | 14 | Q3 2023 | 25.1% |
| PINTEREST INC | 12 | Q3 2023 | 37.2% |
| GENERAL MLS INC | 12 | Q3 2022 | 18.6% |
| META PLATFORMS INC | 10 | Q3 2022 | 18.8% |
| WORKDAY INC | 8 | Q2 2021 | 17.0% |
| SPROUTS FRM MKT INC | 7 | Q1 2021 | 23.9% |
| DOORDASH INC | 7 | Q3 2023 | 15.9% |
| WINGSTOP INC | 6 | Q2 2022 | 24.0% |
| WEIBO CORP | 6 | Q4 2020 | 21.4% |
View Half Sky Capital (UK) Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
View Half Sky Capital (UK) Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.