| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SHUTTERFLY INC | 2,197,314 | 98,088,000 | 15.01% | ||
| 2 | YELP INC | 1,836,562 | 76,585,000 | 11.72% | ||
| 3 | SALESFORCE COM INC | 586,500 | 41,835,000 | 6.40% | Call | |
| 4 | ALPHABET INC | 45,242 | 36,377,000 | 5.57% | ||
| 5 | LIGHT & WONDER INC COM | 2,893,300 | 32,607,000 | 4.99% | Call | |
| 6 | EBAY INC | 990,569 | 32,591,000 | 4.99% | ||
| 7 | EXPEDIA INC DEL | 276,736 | 32,300,000 | 4.94% | ||
| 8 | WIX COM LTD | 660,857 | 28,701,000 | 4.39% | ||
| 9 | LIGHT & WONDER INC COM | 2,401,356 | 27,063,000 | 4.14% | ||
| 10 | NETFLIX INC | 244,400 | 24,086,000 | 3.69% | Put | |
| 11 | FITBIT INC | 1,596,940 | 23,698,000 | 3.63% | ||
| 12 | LIBERTY BRAVES GR C | 1,165,073 | 20,249,000 | 3.10% | ||
| 13 | Wayfair Inc | 485,838 | 19,128,000 | 2.93% | ||
| 14 | SHOPIFY INC | 438,027 | 18,800,000 | 2.88% | ||
| 15 | LENDINGCLUB CORP | 3,026,947 | 18,706,000 | 2.86% | ||
| 16 | ALIBABA GROUP HLDG LTD | 162,740 | 17,216,000 | 2.64% | ||
| 17 | LIBERTY MEDIA HOLDING CP INTER A | 807,279 | 16,153,000 | 2.47% | ||
| 18 | TAKE-TWO INTERACTIVE SOFTWARE COM | 355,051 | 16,005,000 | 2.45% | ||
| 19 | TWITTER INC | 684,300 | 15,773,000 | 2.41% | Put | |
| 20 | DISH NETWORK A | 280,064 | 15,341,000 | 2.35% | ||
| 21 | LIBERTY MEDIA GR A | 519,796 | 14,892,000 | 2.28% | ||
| 22 | JD COM INC ADR | 383,221 | 9,998,000 | 1.53% | ||
| 23 | VIPSHOP HLDGS LTD | 482,953 | 7,085,000 | 1.08% | ||
| 24 | EBAY INC | 195,500 | 6,432,000 | 0.98% | Call | |
| 25 | LIBERTY BRAVES GR A | 207,729 | 3,625,000 | 0.55% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001164691-16-000314, 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.
