$254 Million is the total value of Half Sky Capital (UK) Ltd's 11 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 62.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WING | Buy | WINGSTOP INC | $61,022,000 | +747.5% | 755,536 | +804.8% | 24.02% | +511.2% |
| ETSY | Sell | ETSY INC | $50,121,000 | -21.3% | 1,321,559 | -8.1% | 19.73% | -43.2% |
| WB | Buy | WEIBO CORPsponsored adr | $35,241,000 | -10.0% | 1,072,473 | +27.0% | 13.87% | -35.1% |
| WDAY | Buy | WORKDAY INCcl a | $29,116,000 | +79.0% | 212,062 | +114.4% | 11.46% | +29.1% |
| WUBA | New | 58 COM INCspon adr rep a | $23,545,000 | – | 502,890 | +100.0% | 9.27% | – |
| GRUB | New | GRUBHUB INC | $19,303,000 | – | 445,689 | +100.0% | 7.60% | – |
| BOOT | Buy | BOOT BARN HLDGS INC | $13,197,000 | -29.6% | 1,055,783 | +150.7% | 5.20% | -49.2% |
| GOOG | Buy | ALPHABET INCcl c | $12,239,000 | +70.1% | 10,672 | +98.3% | 4.82% | +22.7% |
| SNAP | Sell | SNAP INCcl a | $7,644,000 | -56.7% | 645,040 | -40.3% | 3.01% | -68.8% |
| IQ | New | IQIYI INCsponsored ads | $1,930,000 | – | 103,411 | +100.0% | 0.76% | – |
| CNK | New | CINEMARK HOLDINGS INC | $677,000 | – | 66,992 | +100.0% | 0.27% | – |
| ZEN | Exit | Zendesk Inc | $0 | – | -173,933 | -100.0% | -7.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
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.