Builders Union LLP 13F Holdings · last filed Q4 2022
Builders Union LLP reported 12 securities worth $99.60M in its SEC 13F filing for Q4 2022 (period ended 2022-12-31). Top holdings: LULU (16.96%), STNE (15.40%), MGNI (12.44%). Among its top 25 positions this quarter: 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LULU | LULULEMON ATHLETICA INC | $16.9M | 16.96% | 52,720 | Hold |
| 2 | STNE | STONECO LTD | $15.3M | 15.40% | 1.6M | Hold |
| 3 | MGNI | MAGNITE INC | $12.4M | 12.44% | 1.2M | Hold |
| 4 | FVRR | FIVERR INTL LTD | $11.3M | 11.35% | 387,900 | Hold |
| 5 | MTCH | MATCH GROUP INC NEW | $11.2M | 11.26% | 270,225 | Hold |
| 6 | SNAP | SNAP INC | $10.8M | 10.84% | 1.2M | Hold |
| 7 | PLBY | PLBY GROUP INC | $10.0M | 10.04% | 3.6M | Hold |
| 8 | FUBO | FUBOTV INC | $4.1M | 4.15% | 2.4M | Hold |
| 9 | REAL | THE REALREAL INC | $3.5M | 3.48% | 2.8M | Hold |
| 10 | GENI | GENIUS SPORTS LIMITED | $2.9M | 2.87% | 800,000 | Trimmed |
| 11 | CVNA | CARVANA CO | $963,642 | 0.97% | 203,300 | Hold |
| 12 | CZOO | CAZOO GROUP LTD | $255,098 | 0.26% | 1.6M | Trimmed |
Source: SEC Form 13F filings · as of 2022-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR