HSCU

Half Sky Capital (UK) Portfolio holdings

AUM $30.5M
1-Year Return 67.32%
This Quarter Return
-7.5%
1 Year Return
+67.32%
3 Year Return
-13.05%
5 Year Return
+51.03%
10 Year Return
–
AUM
$155M
AUM Growth
+$31.8M
Cap. Flow
+$42M
Cap. Flow %
27.15%
Top 10 Hldgs %
100%
Holding
8
New
3
Increased
2
Reduced
1
Closed
2

Top Buys

1
ETSY icon
Etsy
ETSY
+$27.3M
2
WDAY icon
Workday
WDAY
+$26.3M
3
SNAP icon
Snap
SNAP
+$17.1M
4
WB icon
Weibo
WB
+$1.35M
5
BOOT icon
Boot Barn
BOOT
+$304K

Top Sells

1
ZEN
ZENDESK INC
ZEN
+$11.5M
2
SFM icon
Sprouts Farmers Market
SFM
+$9.92M
3
GIS icon
General Mills
GIS
+$8.99M

Sector Composition

1 Consumer Discretionary 58.96%
2 Technology 29.14%
3 Communication Services 11.9%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
ETSY icon
1
Etsy
ETSY
$5.73B
$61M 39.39%
1,079,648
+483,732
+81% +$27.3M
BOOT icon
2
Boot Barn
BOOT
$5.55B
$30.3M 19.57%
868,647
+8,709
+1% +$304K
WDAY icon
3
Workday
WDAY
$59.5B
$26.3M 17%
+154,933
New +$26.3M
ZEN
4
DELISTED
ZENDESK INC
ZEN
$18.8M 12.13%
257,873
-157,151
-38% -$11.5M
SNAP icon
5
Snap
SNAP
$12.6B
$17.1M 11.04%
+1,081,699
New +$17.1M
WB icon
6
Weibo
WB
$3.11B
$1.35M 0.87%
+30,000
New +$1.35M
GIS icon
7
General Mills
GIS
$26.2B
– –
-171,079
Closed -$8.99M
SFM icon
8
Sprouts Farmers Market
SFM
$12.6B
– –
-524,865
Closed -$9.92M