Whitebark Investors LP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$215.8B

Holdings

9

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (9 positions)

#StockSharesValue% PortfolioType
1
GSHDGOOSEHEAD INS INC
516,008$55.3B25.64%
2
DASHDOORDASH INC
252,067$42.3B19.59%
3
FLUTFLUTTER ENTMT PLC
156,834$40.5B18.78%
4
MSFTMICROSOFT CORP
76,219$32.1B14.89%
5
GLBEGLOBAL E ONLINE LTD
312,173$17.0B7.89%
6
BLNDBLEND LABS INC
2,587,799$10.9B5.05%
7
CPNGCOUPANG INC
320,344$7.0B3.26%
8
HLTHILTON WORLDWIDE HLDGS INC
26,462$6.5B3.03%
9
MCOMOODYS CORP
8,527$4.0B1.87%