$294 Million is the total value of Half Sky Capital (UK) Ltd's 10 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 66.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ETSY | Sell | ETSY INC | $52,939,000 | +5.6% | 498,348 | -62.3% | 18.03% | -8.6% |
WDAY | Sell | WORKDAY INCcl a | $36,330,000 | +24.8% | 193,905 | -8.6% | 12.38% | +8.0% |
GOOG | Sell | ALPHABET INCcl c | $12,965,000 | +5.9% | 9,172 | -14.1% | 4.42% | -8.3% |
CNK | Exit | CINEMARK HOLDINGS INC | $0 | – | -66,992 | -100.0% | -0.27% | – |
IQ | Exit | IQIYI INCsponsored ads | $0 | – | -103,411 | -100.0% | -0.76% | – |
SNAP | Exit | SNAP INCcl a | $0 | – | -645,040 | -100.0% | -3.01% | – |
BOOT | Exit | BOOT BARN HLDGS INC | $0 | – | -1,055,783 | -100.0% | -5.20% | – |
GRUB | Exit | GRUBHUB INC | $0 | – | -445,689 | -100.0% | -7.60% | – |
WING | Exit | WINGSTOP INC | $0 | – | -755,536 | -100.0% | -24.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.