$183 Million is the total value of Half Sky Capital (UK) Ltd's 8 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ETSY | Buy | Etsy Inc | $63,678,000 | +4.4% | 1,437,442 | +33.1% | 34.76% | -11.8% |
| WB | Buy | Weibo Corpsponsored adr | $39,145,000 | +2810.4% | 844,571 | +2715.2% | 21.36% | +2361.4% |
| BOOT | Sell | Boot Barn Holdings Inc | $18,754,000 | -38.1% | 421,172 | -51.5% | 10.24% | -47.7% |
| SNAP | Sell | Snap Inccl a | $17,657,000 | +3.3% | 1,081,272 | -0.0% | 9.64% | -12.7% |
| WDAY | Sell | Workday Inccl a | $16,264,000 | -38.2% | 98,903 | -36.2% | 8.88% | -47.8% |
| ZEN | Sell | Zendesk Inc | $13,328,000 | -29.1% | 173,933 | -32.6% | 7.27% | -40.1% |
| WING | New | Wingstop Inc | $7,200,000 | – | 83,503 | +100.0% | 3.93% | – |
| GOOG | New | Alphabet Inccl c | $7,194,000 | – | 5,381 | +100.0% | 3.93% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
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.