$163 Million is the total value of Half Sky Capital (UK) Ltd's 8 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 25.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $40,853,000 | -1.6% | 4,130,756 | -10.5% | 25.08% | +20.3% |
PINS | Buy | PINTEREST INCcl a | $40,658,000 | -25.1% | 2,238,883 | +1.5% | 24.96% | -8.4% |
ETSY | Buy | ETSY INC | $34,503,000 | -12.0% | 471,283 | +49.3% | 21.18% | +7.6% |
DASH | Buy | DOORDASH INCcl a | $17,300,000 | +35.1% | 269,598 | +146.7% | 10.62% | +65.2% |
GIS | Sell | GENERAL MLS INC | $10,234,000 | -47.7% | 135,643 | -53.1% | 6.28% | -36.1% |
OTLY | Buy | OATLY GROUP ABsponsored ads | $9,713,000 | -10.5% | 2,807,310 | +29.6% | 5.96% | +9.4% |
FB | META PLATFORMS INCcl a | $8,142,000 | -27.5% | 50,491 | 0.0% | 5.00% | -11.3% | |
WING | New | WINGSTOP INC | $1,488,000 | – | 19,902 | +100.0% | 0.91% | – |
OSTK | Exit | OVERSTOCK COM INC DEL | $0 | – | -220,757 | -100.0% | -4.88% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
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.