13F holdings as of 2025-03-31 · vs 2024-12-31 · long US-listed positions only
| # | Holding | Shares | Value | % of 13F | QoQ Δ | |
|---|---|---|---|---|---|---|
| 1 | GTMZOOMINFO TECHNOLOGIES INC | ADD | 5.9M | $59.5M | 31.9% | +$16.2M |
| 2 | BIDUBAIDU INC | TRIM | 481K | $44.3M | 23.7% | -$28.0M |
| 3 | ANFABERCROMBIE & FITCH CO | NEW | 359K | $27.4M | 14.7% | new |
| 4 | BMBLBUMBLE INC | ADD | 5.0M | $21.6M | 11.6% | -$9.4M |
| 5 | ANYWHERE REAL ESTATE INC | ADD | 5.2M | $17.3M | 9.3% | +$194K |
| 6 | DOMODOMO INC | TRIM | 2.1M | $16.0M | 8.6% | +$572K |
| 7 | IACIAC INC | TRIM | 10K | $446K | 0.2% | -$9.7M |
Source: SEC Form 13F. Values are as-of 2025-03-31 (quarter-end), not live. Percentages are of reported 13F value, not the fund’s full AUM (13F excludes shorts, cash, bonds, most non-US holdings).