$200 Million is the total value of Half Sky Capital (UK) Ltd's 6 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PINS | Buy | PINTEREST INCcl a | $74,261,000 | -13.4% | 2,042,945 | +21.4% | 37.22% | +17.2% |
| VIPS | Buy | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $46,670,000 | -12.7% | 5,555,986 | +15.8% | 23.39% | +18.1% |
| GIS | Sell | GENERAL MLS INC | $37,072,000 | -7.8% | 550,189 | -18.1% | 18.58% | +24.8% |
| FB | Sell | META PLATFORMS INCcl a | $23,669,000 | -25.7% | 70,371 | -25.0% | 11.86% | +0.5% |
| OSTK | Sell | OVERSTOCK COM INC DEL | $17,260,000 | -62.6% | 292,493 | -50.6% | 8.65% | -49.4% |
| W | New | WAYFAIR INCcl a | $582,000 | – | 3,064 | +100.0% | 0.29% | – |
| ACVA | Exit | ACV AUCTIONS INC | $0 | – | -699,770 | -100.0% | -4.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-11
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.