Brightlight Capital Management’s Just Eat Takeaway.com N.V. American Depositary Shares GRUB Stock Holding History

Brightlight Capital Management’s Portfolio GRUB Stock Details GRUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-657,239	Closed	-$9.55M	–	15
2021 Q3	$9.55M	Sell	657,239 -210,364	-24%	-$3.68M	4.09%	9
2021 Q2	$15.8M	Buy	867,603 +738,303	+571%	+$79.4M	5.68%	8
2021 Q1	$15.5M	Buy	129,300 +26,150	+25%	+$3.64M	6.43%	8
2020 Q4	$15.3M	Hold	103,150	–	–	6.23%	8
2020 Q3	$14.9M	Hold	103,150	–	–	7.05%	8
2020 Q2	$14.5M	Sell	103,150 -35,950	-26%	-$3.81M	7.4%	7
2020 Q1	$11.3M	Buy	139,100 +14,000	+11%	+$1.38M	8.72%	6
2019 Q4	$12.2M	Buy	+125,100	New	+$11.5M	9.2%	5

Other funds holding GRUB

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

MPEM

Marathon Partners Equity Management New York $88.3M AUM 20.65% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

NCM

Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Brightlight Capital Management's GRUB Position: Q4 2021 in Review

Brightlight Capital Management sold out of Just Eat Takeaway.com N.V. American Depositary Shares (GRUB) in Q4 2021, closing a stake of 657,239 shares — an estimated $9.55M sold.

Brightlight Capital Management first reported a position in GRUB in Q4 2019 and held it in 8 quarters. The position peaked at $15.8M in Q2 2021. 133 funds tracked by Wall St. Rank hold GRUB as of Q4 2021.

Brightlight Capital Management reported no remaining Just Eat Takeaway.com N.V. American Depositary Shares position as of Q4 2021 after selling out during the quarter.
Brightlight Capital Management sold 657,239 Just Eat Takeaway.com N.V. American Depositary Shares shares in Q4 2021, an estimated $9.55M.
Brightlight Capital Management first reported a position in Just Eat Takeaway.com N.V. American Depositary Shares in Q4 2019 and held it in 8 quarters.
Brightlight Capital Management's Just Eat Takeaway.com N.V. American Depositary Shares position peaked at $15.8M in Q2 2021.
133 funds tracked by Wall St. Rank held Just Eat Takeaway.com N.V. American Depositary Shares as of Q4 2021.

Based on Brightlight Capital Management's 13F filing for Q4 2021, filed 8 Feb 2022.