$156 Thousand is the total value of Half Sky Capital (UK) Ltd's 8 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PINS | Buy | PINTEREST INCcl a | $46,831 | -99.9% | 1,928,801 | +1.6% | 29.97% | +4.9% |
| DASH | Buy | DOORDASH INCcl a | $24,801 | -99.9% | 508,016 | +19.3% | 15.87% | +16.6% |
| VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $22,185 | -99.9% | 1,626,493 | -45.4% | 14.20% | -12.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $19,788 | -99.8% | 224,279 | +124.3% | 12.66% | +104.9% |
| ETSY | Sell | ETSY INC | $17,576 | -99.9% | 146,738 | -32.5% | 11.25% | -20.1% |
| RL | Sell | RALPH LAUREN CORPcl a | $15,356 | -99.9% | 145,318 | -5.9% | 9.83% | +16.0% |
| ZG | New | ZILLOW GROUP INC - Ccl a | $8,933 | – | 277,327 | +100.0% | 5.72% | – |
| OTLY | Sell | OATLY GROUP ABsponsored ads | $773 | -100.0% | 444,487 | -84.2% | 0.50% | -89.6% |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -26,372 | -100.0% | -2.31% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -117,084 | -100.0% | -5.80% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
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.