Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Builders Union LLP (CIK 1771067) reported $99.6M across 12 reported positions in its SEC 13F filing for 2022-12-31. Largest positions: LULU ($16.9M, 16.96%), STNE ($15.3M, 15.40%), MGNI ($12.4M, 12.44%), FVRR ($11.3M, 11.35%), MTCH ($11.2M, 11.26%). Source: SEC Form 13F.
| 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