HSCU

Half Sky Capital (UK) Portfolio holdings

AUM $30.5M
1-Year Return 67.32%
This Quarter Return
-19.74%
1 Year Return
+67.32%
3 Year Return
-13.05%
5 Year Return
+51.03%
10 Year Return
–
AUM
$254M
AUM Growth
+$70.8M
Cap. Flow
+$114M
Cap. Flow %
44.82%
Top 10 Hldgs %
99.73%
Holding
12
New
4
Increased
5
Reduced
2
Closed
1

Top Buys

1
WING icon
Wingstop
WING
+$54.3M
2
WUBA
58.COM INC
WUBA
+$23.5M
3
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$19.3M
4
WDAY icon
Workday
WDAY
+$15.5M
5
BOOT icon
Boot Barn
BOOT
+$7.93M

Top Sells

1
ZEN
ZENDESK INC
ZEN
+$13.3M
2
SNAP icon
Snap
SNAP
+$5.17M
3
ETSY icon
Etsy
ETSY
+$4.39M

Sector Composition

1 Consumer Discretionary 48.95%
2 Communication Services 22.73%
3 Technology 11.46%
4 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
WING icon
1
Wingstop
WING
$7.47B
$61M 24.02%
755,536
+672,033
+805% +$54.3M
ETSY icon
2
Etsy
ETSY
$5.73B
$50.1M 19.73%
1,321,559
-115,883
-8% -$4.39M
WB icon
3
Weibo
WB
$3.11B
$35.2M 13.87%
1,072,473
+227,902
+27% +$7.49M
WDAY icon
4
Workday
WDAY
$59.5B
$29.1M 11.46%
212,062
+113,159
+114% +$15.5M
WUBA
5
DELISTED
58.COM INC
WUBA
$23.5M 9.27%
+502,890
New +$23.5M
GRUB
6
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
$19.3M 7.6%
+222,845
New +$19.3M
BOOT icon
7
Boot Barn
BOOT
$5.55B
$13.2M 5.2%
1,055,783
+634,611
+151% +$7.93M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.04T
$12.2M 4.82%
213,440
+105,820
+98% +$6.07M
SNAP icon
9
Snap
SNAP
$12.6B
$7.64M 3.01%
645,040
-436,232
-40% -$5.17M
IQ icon
10
iQIYI
IQ
$2.47B
$1.93M 0.76%
+103,411
New +$1.93M
CNK icon
11
Cinemark Holdings
CNK
$3.28B
$677K 0.27%
+66,992
New +$677K
ZEN
12
DELISTED
ZENDESK INC
ZEN
– –
-173,933
Closed -$13.3M