Builders Union Fund LP 13F Holdings · last filed Q1 2021
Builders Union Fund LP reported 7 securities worth $233.35M in its SEC 13F filing for Q1 2021 (period ended 2021-03-31). Top holdings: IWM (37.87%), PYPL (16.21%), SE (12.72%). Among its top 25 positions this quarter: 8 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWM | ISHARES TR | $88.4M | 37.87% | 400,000 | New |
| 2 | PYPL | PAYPAL HLDGS INC | $37.8M | 16.21% | 155,748 | New |
| 3 | SE | SEA LTD | $29.7M | 12.72% | 133,000 | New |
| 4 | MTCH | MATCH GROUP INC NEW | $21.6M | 9.26% | 157,210 | New |
| 5 | SNAP | SNAP INC | $19.8M | 8.50% | 379,400 | New |
| 6 | LULU | LULULEMON ATHLETICA INC | $13.8M | 5.90% | 44,909 | New |
| 7 | U | UNITY SOFTWARE INC | $12.8M | 5.51% | 128,100 | New |
| 8 | SHOP | SHOPIFY INC | $9.4M | 4.03% | 8,500 | New |
Source: SEC Form 13F filings · as of 2021-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR