Must Asset Management

Must Asset Management as of March 31, 2022

Portfolio Holdings for Must Asset Management

Must Asset Management holds 53 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sea Sponsord Ads (SE) 20.0 $40M 321k 123.44
Kaleyra 11.0 $22M 3.6M 6.08
D Market Electr Svcs & Tradi Sponsored Ads (HEPS) 8.6 $17M 7.4M 2.30
Carvana Cl A (CVNA) 8.5 $17M 133k 125.98
Agora Ads (API) 5.3 $11M 977k 10.74
Farfetch Ord Sh Cl A (FTCHF) 5.3 $10M 655k 15.92
Roblox Corp Cl A (RBLX) 5.1 $10M 210k 48.12
New York Times Cl A (NYT) 4.2 $8.3M 178k 46.77
Better Choice 3.7 $7.4M 2.9M 2.53
Peloton Interactive Cl A Com (PTON) 3.0 $5.9M 209k 28.44
One Group Hospitality In (STKS) 2.2 $4.3M 410k 10.47
Carlotz Com Cl A 2.1 $4.1M 2.9M 1.41
1stdibs (DIBS) 2.1 $4.1M 497k 8.21
Uber Technologies (UBER) 2.0 $4.0M 109k 36.58
A K A Brands Hldg Corp 1.6 $3.1M 669k 4.61
Outset Med (OM) 1.4 $2.8M 62k 44.17
Meta Platforms Cl A (META) 1.3 $2.6M 11k 227.77
Realreal (REAL) 1.0 $2.0M 255k 7.85
Twilio Cl A (TWLO) 0.9 $1.8M 11k 168.57
Fastly Cl A (FSLY) 0.9 $1.8M 103k 17.86
Myomo Com New (MYO) 0.9 $1.8M 462k 3.84
Block Cl A (SQ) 0.9 $1.8M 13k 140.07
1life Healthcare 0.7 $1.5M 135k 11.04
Snap Cl A (SNAP) 0.7 $1.3M 35k 36.82
Shopify Cl A (SHOP) 0.6 $1.2M 1.8k 705.11
Nextdoor Holdings Com Cl A (KIND) 0.6 $1.2M 204k 6.06
Carparts.com (PRTS) 0.6 $1.1M 160k 7.07
Idt Corp Cl B New (IDT) 0.5 $985k 29k 34.19
Celsius Hldgs Com New (CELH) 0.5 $936k 16k 57.14
Coupa Software 0.4 $716k 6.9k 103.86
Drive Shack (DSHK) 0.3 $658k 481k 1.37
Intellicheck Com New (IDN) 0.3 $550k 207k 2.66
Clarus Corp (CLAR) 0.3 $542k 23k 23.25
Roku Com Cl A (ROKU) 0.3 $525k 4.0k 129.73
Twitter 0.3 $503k 13k 38.92
Ozon Hldgs Sponsored Ads 0.3 $500k 43k 11.58
Progyny (PGNY) 0.2 $493k 9.7k 50.88
Parts Id Com Cl A 0.2 $440k 215k 2.05
Viant Technology Com Cl A (DSP) 0.2 $439k 68k 6.47
Baidu Spon Adr Rep A (BIDU) 0.2 $397k 2.8k 143.63
Pinterest Cl A (PINS) 0.2 $327k 13k 25.68
Poshmark Com Cl A 0.2 $318k 24k 13.34
Audioeye Com New (AEYE) 0.1 $295k 43k 6.86
Upwork (UPWK) 0.1 $238k 10k 23.76
Crocs (CROX) 0.1 $219k 2.8k 79.20
Maxcyte (MXCT) 0.1 $188k 27k 6.96
Wework Cl A 0.1 $184k 27k 6.80
Zhihu Ads (ZH) 0.1 $166k 63k 2.63
Thredup Cl A (TDUP) 0.1 $132k 16k 8.40
Lensar (LNSR) 0.1 $121k 16k 7.45
Didi Global Sponsored Ads (DIDIY) 0.0 $48k 17k 2.91
Livevox Holding Com Cl A 0.0 $34k 11k 3.09
Stryve Foods Class A Com 0.0 $22k 18k 1.24