Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SERVICENOW INC(NOW) | 85,000 | 85,000 | 0 | 47,512 | 60,052 | 31.49% | +12,540 |
| CARVANA CO(CVNA) | 1,550,000 | 1,404,506 | -145,494 | 65,069 | 74,355 | 38.98% | +9,286 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 260,000 | 240,000 | -20,000 | 40,206 | 45,098 | 23.65% | +4,892 |
| CARDLYTICS INC | 1,218,830 | 1,218,830 | 0 | 20,111 | 11,225 | 5.89% | -8,885 |
| FARFETCH LTD | 5,000,000 | 0 | -5,000,000 | 10,450 | 0 | — | -10,450 |