$155 Million is the total value of Half Sky Capital (UK) Ltd's 9 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PINS | Sell | PINTEREST INCcl a | $44,216,000 | +8.8% | 1,897,668 | -15.2% | 28.58% | +14.5% |
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $25,048,000 | -38.7% | 2,978,351 | -27.9% | 16.19% | -35.4% |
| ETSY | Sell | ETSY INC | $21,780,000 | -36.9% | 217,519 | -53.8% | 14.08% | -33.5% |
| GIS | Sell | GENERAL MLS INC | $8,970,000 | -12.4% | 117,084 | -13.7% | 5.80% | -7.7% |
| FB | Sell | META PLATFORMS INCcl a | $3,578,000 | -56.1% | 26,372 | -47.8% | 2.31% | -53.7% |
| WING | Exit | WINGSTOP INC | $0 | – | -19,902 | -100.0% | -0.91% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
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.