$199 Million is the total value of Half Sky Capital (UK) Ltd's 8 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 66.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PINS | Buy | PINTEREST INCcl a | $54,264,000 | -26.9% | 2,204,948 | +7.9% | 27.24% | -26.8% |
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $41,526,000 | -11.0% | 4,614,023 | -17.0% | 20.85% | -10.9% |
| ETSY | New | ETSY INC | $39,229,000 | – | 315,654 | +100.0% | 19.69% | – |
| GIS | Sell | GENERAL MLS INC | $19,571,000 | -47.2% | 288,993 | -47.5% | 9.82% | -47.1% |
| DASH | New | DOORDASH INCcl a | $12,807,000 | – | 109,283 | +100.0% | 6.43% | – |
| FB | Sell | META PLATFORMS INCcl a | $11,227,000 | -52.6% | 50,491 | -28.3% | 5.64% | -52.5% |
| OTLY | New | OATLY GROUP ABsponsored ads | $10,856,000 | – | 2,166,909 | +100.0% | 5.45% | – |
| OSTK | Sell | OVERSTOCK COM INC DEL | $9,714,000 | -43.7% | 220,757 | -24.5% | 4.88% | -43.6% |
| W | Exit | WAYFAIR INCcl a | $0 | – | -3,064 | -100.0% | -0.29% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.