Must Asset Management

Must Asset Management as of June 30, 2022

Portfolio Holdings for Must Asset Management

Must Asset Management holds 36 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Farfetch Ord Sh Cl A (FTCHF) 22.2 $30M 3.9M 7.60
Carvana Cl A (CVNA) 20.8 $28M 1.2M 23.11
Sea Sponsord Ads (SE) 20.8 $28M 403k 68.90
Kaleyra 5.4 $7.3M 3.5M 2.09
Better Choice 5.0 $6.7M 2.9M 2.28
D Market Electr Svcs & Tradi Sponsored Ads (HEPS) 3.6 $4.8M 7.2M 0.67
Roblox Corp Cl A (RBLX) 3.3 $4.5M 132k 34.01
Meta Platforms Cl A (META) 2.5 $3.3M 20k 163.89
One Group Hospitality In (STKS) 2.3 $3.0M 410k 7.34
Roku Com Cl A (ROKU) 2.1 $2.8M 32k 87.09
A K A Brands Hldg Corp 1.4 $1.9M 673k 2.86
1stdibs (DIBS) 1.1 $1.4M 249k 5.71
Agora Ads (API) 1.0 $1.4M 209k 6.72
Carlotz Com Cl A 1.0 $1.3M 3.2M 0.42
Twilio Cl A (TWLO) 0.7 $980k 11k 89.59
Nextdoor Holdings Com Cl A (KIND) 0.6 $826k 252k 3.28
Myomo Com New (MYO) 0.6 $812k 462k 1.76
Block Cl A (SQ) 0.6 $800k 13k 63.81
Idt Corp Cl B New (IDT) 0.5 $722k 29k 25.06
Viant Technology Com Cl A (DSP) 0.4 $591k 111k 5.33
Carparts.com (PRTS) 0.4 $577k 76k 7.60
Clarus Corp (CLAR) 0.4 $559k 29k 19.12
Uber Technologies (UBER) 0.4 $548k 26k 21.45
Ozon Hldgs Sponsored Ads 0.4 $500k 43k 11.58
Snap Cl A (SNAP) 0.4 $489k 35k 13.94
Realreal (REAL) 0.3 $416k 160k 2.61
Coupa Software 0.3 $413k 6.9k 59.91
Crocs (CROX) 0.2 $290k 6.0k 48.45
Progyny (PGNY) 0.2 $286k 9.7k 29.60
Parts Id Com Cl A 0.2 $272k 193k 1.41
American Eagle Outfitters (AEO) 0.2 $259k 22k 11.71
Outset Med (OM) 0.2 $246k 16k 15.64
Peloton Interactive Cl A Com (PTON) 0.1 $189k 20k 9.45
Intellicheck Com New (IDN) 0.1 $149k 76k 1.96
Poshmark Com Cl A 0.1 $147k 14k 10.77
Stryve Foods Class A Com 0.0 $15k 18k 0.84