HSCU

Half Sky Capital (UK) Portfolio holdings

AUM $30.5M
1-Year Est. Return 67.32%
This Quarter Est. Return
1 Year Est. Return
+67.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$30.5M
AUM Growth
-$137M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$49.2M
2
+$29.5M
3
+$21M
4
DASH icon
DoorDash
DASH
+$18.4M
5
ETSY icon
Etsy
ETSY
+$16M

Sector Composition

1 Technology 39.98%
2 Consumer Discretionary 37.14%
3 Communication Services 22.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTTR
1
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$8.36M 27.42%
3,108,885
-1,083,094
RL icon
2
Ralph Lauren
RL
$19.4B
$5.75M 18.84%
39,845
-77,781
PINS icon
3
Pinterest
PINS
$22.5B
$4.14M 13.57%
111,706
-797,206
UBER icon
4
Uber
UBER
$201B
$3.83M 12.56%
62,243
-799,377
ETSY icon
5
Etsy
ETSY
$6.12B
$3.18M 10.43%
39,277
-196,832
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$3.39T
$2.84M 9.32%
20,351
-150,154
DASH icon
7
DoorDash
DASH
$109B
$1.47M 4.81%
14,845
-186,515
VIPS icon
8
Vipshop
VIPS
$8.62B
$932K 3.06%
52,467
-478,239
Z icon
9
Zillow
Z
$18.1B
– –
-152,284
ROVR
10
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
– –
-1,826,925