Disclosed positions
| MNTN INC | MNTN | CL A | $18,967,116 | 2,061,643 | SH | None |
| REDDIT INC | RDDT | CL A | $4,860,240 | 28,000 | SH | None |
| LIFE360 INC | LIF | COM | $2,793,964 | 50,469 | SH | None |
| APPLOVIN CORP | APP | COM CL A | $2,576,150 | 5,000 | SH | None |
| AIRBNB INC | ABNB | COM CL A | $2,146,500 | 15,000 | SH | None |
| SPOTIFY TECHNOLOGY S A | SPOT | SHS | $2,066,085 | 4,500 | SH | None |
| ACV AUCTIONS INC | ACVA | COM CL A | $1,977,250 | 275,000 | SH | None |
| CLOUDFLARE INC | NET | CL A COM | $1,962,240 | 8,000 | SH | None |
| SPORTRADAR GROUP AG | SRAD | CLASS A ORD SHS | $1,946,100 | 130,000 | SH | None |
| UBER TECHNOLOGIES INC | UBER | COM | $1,804,000 | 25,000 | SH | None |
| ROBINHOOD MKTS INC | HOOD | COM CL A | $1,504,200 | 15,000 | SH | None |
| SERVICETITAN INC | TTAN | SHS CL A | $1,414,200 | 20,000 | SH | None |
| BLOCK INC | XYZ | CL A | $58,292 | 767 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.