$99.6 Million is the total value of Builders Union LLP's 12 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LULU | LULULEMON ATHLETICA INC | $16,890,434 | +14.6% | 52,720 | 0.0% | 16.96% | +31.1% | |
| STNE | STONECO LTD | $15,340,944 | -0.9% | 1,625,100 | 0.0% | 15.40% | +13.3% | |
| MGNI | MAGNITE INC | $12,387,123 | +61.2% | 1,169,700 | 0.0% | 12.44% | +84.3% | |
| FVRR | FIVERR INTL LTD | $11,303,406 | -4.7% | 387,900 | 0.0% | 11.35% | +8.9% | |
| MTCH | MATCH GROUP INC NEW | $11,211,635 | -13.1% | 270,225 | 0.0% | 11.26% | -0.6% | |
| SNAP | SNAP INCcl a | $10,793,700 | -8.9% | 1,206,000 | 0.0% | 10.84% | +4.2% | |
| PLBY | PLBY GROUP INC | $10,001,769 | -31.8% | 3,637,007 | 0.0% | 10.04% | -22.0% | |
| FUBO | FUBOTV INC | $4,128,672 | -51.0% | 2,372,800 | 0.0% | 4.14% | -43.9% | |
| REAL | THE REALREAL INC | $3,470,000 | -16.7% | 2,776,000 | 0.0% | 3.48% | -4.7% | |
| GENI | Sell | GENIUS SPORTS LIMITEDshares cl a | $2,856,000 | -18.2% | 800,000 | -16.0% | 2.87% | -6.5% |
| CVNA | CARVANA COcl a | $963,642 | -76.7% | 203,300 | 0.0% | 0.97% | -73.3% | |
| Sell | CAZOO GROUP LTD | $255,098 | -94.4% | 1,626,901 | -83.4% | 0.26% | -93.5% |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.