13F HOLDINGS REPORT
Builders Union LLP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001410
Total Value
$99.6M
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LULULEMON ATHLETICA INC | LULU | 52,720 | $16.9M | 16.96% |
| 2 | STONECO LTD | STNE | 1,625,100 | $15.3M | 15.40% |
| 3 | MAGNITE INC | MGNI | 1,169,700 | $12.4M | 12.44% |
| 4 | FIVERR INTL LTD | M4R82T106 | 387,900 | $11.3M | 11.35% |
| 5 | MATCH GROUP INC NEW | MTCH | 270,225 | $11.2M | 11.26% |
| 6 | SNAP INC | SNAP | 1,206,000 | $10.8M | 10.84% |
| 7 | PLBY GROUP INC | PLBY | 3,637,007 | $10.0M | 10.04% |
| 8 | FUBOTV INC | FUBO | 2,372,800 | $4.1M | 4.15% |
| 9 | THE REALREAL INC | 88339P101 | 2,776,000 | $3.5M | 3.48% |
| 10 | GENIUS SPORTS LIMITED | GENI | 800,000 | $2.9M | 2.87% |
| 11 | CARVANA CO | CVNA | 203,300 | $963,642 | 0.97% |
| 12 | CAZOO GROUP LTD | G2007L105 | 1,626,901 | $255,098 | 0.26% |