| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Zillow, Inc. | 11,350,654 | 984,556,000 | 74.47% | ||
| 2 | GRUBHUB INC | 5,216,964 | 177,742,000 | 13.44% | ||
| 3 | AMAYA INC COM | 4,024,416 | 110,229,000 | 8.34% | ||
| 4 | EBAY INC | 824,048 | 49,641,000 | 3.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Restatement filing (0000950123-15-009547, filed 2015.08.19). Although 0000950123-15-009547 is marked by the manager as a New Holdings filing, our automated system processes it as a Restatement filing.
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
