SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$3.9T
Holdings
14
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WWAYFAIR INC | 4,800,000 | $1.2T | 31.77% | |
| 2 | CVNACARVANA CO | 3,750,000 | $1.1T | 29.29% | |
| 3 | APPAPPLOVIN CORP | 5,000,000 | $361.9B | 9.37% | |
| 4 | CIGICOLLIERS INTL GROUP INC | 2,475,143 | $316.4B | 8.20% | |
| 5 | ZZILLOW GROUP INC | 2,600,000 | $229.2B | 5.94% | |
| 6 | CMPRCIMPRESS PLC | 2,358,904 | $204.8B | 5.31% | |
| 7 | LTCHLATCH INC | 14,000,000 | $157.8B | 4.09% | |
| 8 | GLBEGLOBAL E ONLINE LTD | 2,047,005 | $147.0B | 3.81% | |
| 9 | SRADSPORTRADAR GROUP AG | 1,000,000 | $22.6B | 0.59% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 100,000 | $22.5B | 0.58% | |
| 11 | DNAGINKGO BIOWORKS HOLDINGS INC | 1,500,000 | $17.4B | 0.45% | |
| 12 | —CAZOO GROUP LTD | 2,000,000 | $15.5B | 0.40% | |
| 13 | —THE BEACHBODY COMPANY INC | 1,000,000 | $5.5B | 0.14% | |
| 14 | 8DTSQUARESPACE INC | 73,078 | $2.8B | 0.07% |