$255 Million is the total value of Builders Union LLP's 10 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
U | Buy | UNITY SOFTWARE INC | $31,676,000 | +31.0% | 250,900 | +14.0% | 12.42% | +253.4% |
MTCH | Buy | MATCH GROUP INC NEW | $29,735,000 | +26.3% | 189,410 | +29.7% | 11.66% | +240.7% |
PYPL | Buy | PAYPAL HLDGS INC | $20,100,000 | +21.3% | 77,248 | +35.9% | 7.88% | +227.2% |
APP | Buy | APPLOVIN CORP | $18,093,000 | +98.1% | 250,008 | +105.8% | 7.10% | +434.3% |
FTCH | Buy | FARFETCH LTDord sh cl a | $11,525,000 | -0.5% | 307,500 | +33.7% | 4.52% | +168.4% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-11-15
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
MATCH GROUP INC NEW | 9 | Q4 2022 | 24.2% |
LULULEMON ATHLETICA INC | 9 | Q4 2022 | 19.5% |
SEA LTD | 7 | Q2 2022 | 18.3% |
SNAP INC | 7 | Q4 2022 | 10.8% |
SHOPIFY INC | 7 | Q2 2022 | 7.0% |
PLBY GROUP INC | 5 | Q4 2022 | 15.7% |
ISHARES TR | 4 | Q3 2021 | 49.0% |
PAYPAL HLDGS INC | 4 | Q3 2021 | 16.2% |
UNITY SOFTWARE INC | 4 | Q4 2021 | 12.4% |
APPLOVIN CORP | 4 | Q1 2022 | 9.8% |
View Builders Union LLP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2023-04-03 |
SC 13D/A | 2023-02-15 |
13F-HR | 2023-02-14 |
SC 13D | 2022-12-07 |
13F-HR | 2022-11-14 |
SC 13G | 2022-09-22 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-13 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-15 |
View Builders Union LLP'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.