$177 Thousand is the total value of Half Sky Capital (UK) Ltd's 9 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 25.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PINS | Sell | PINTEREST INCcl a | $41,160 | -12.1% | 1,509,353 | -21.7% | 23.32% | -22.2% |
DASH | Sell | DOORDASH INCcl a | $27,461 | +10.7% | 432,044 | -15.0% | 15.56% | -2.0% |
GOOGL | Sell | ALPHABET INCcap stk cl a | $23,228 | +17.4% | 223,931 | -0.2% | 13.16% | +3.9% |
VIPS | Sell | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $16,325 | -26.4% | 1,075,406 | -33.9% | 9.25% | -34.9% |
RL | Sell | RALPH LAUREN CORPcl a | $16,021 | +4.3% | 137,315 | -5.5% | 9.08% | -7.6% |
ETSY | Sell | ETSY INC | $13,223 | -24.8% | 118,773 | -19.1% | 7.49% | -33.4% |
OTLY | Exit | OATLY GROUP ABsponsored ads | $0 | – | -444,487 | -100.0% | -0.50% | – |
ZG | Exit | ZILLOW GROUP INC - Ccl a | $0 | – | -277,327 | -100.0% | -5.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-10
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.