| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRUBHUB INC | 1,971,211 | 84,742,000 | 35.49% | ||
| 2 | AMAZON COM INC | 78,256 | 65,525,000 | 27.45% | ||
| 3 | TRIPADVISOR INC | 992,728 | 62,721,000 | 26.27% | ||
| 4 | TRUPANION INC COM | 1,524,015 | 25,756,000 | 10.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001636441-16-000008, filed 2016.11.14).
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.