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Spruce House Investment Management Llc
gestora de activos · cartera $3.40 mil M · 11 posiciones · informe a 30.06.2026
Posiciones en Acciones informe de 30.06.2026, presentado el 14.08.2026; cambio — frente a 31.03.2026 · 11
| Empresa | Acciones | Valor | % de la cartera | Cambio Trimestral |
|---|---|---|---|---|
| Applovin Corp US:APP | 1 790 000 | $922 M | 27.13% | — |
| Carvana Co US:CVNA | 11 675 000 | $768 M | 22.61% | +9 340 000 |
| Corpay Inc US:CPAY | 880 000 | $293 M | 8.63% | — |
| Wayfair Inc US:W | 2 909 700 | $269 M | 7.91% | +309 700 |
| GXO Logistics Inc US:GXO | 5 250 000 | $266 M | 7.83% | +2 000 000 |
| Colliers International Group… US:CIGI | 2 745 325 | $257 M | 7.57% | +234 325 |
| DraftKings Inc. US:DKNG | 9 650 000 | $244 M | 7.17% | — |
| SPORTRADAR GROUP AG CUSIP H8088L103 | 9 155 000 | $137 M | 4.03% | +6 405 000 |
| CIMPRESS PLC CUSIP G2143T103 | 1 222 633 | $124 M | 3.66% | — |
| Core & Main Inc US:CNM | 2 150 000 | $104 M | 3.05% | — |
| QXO, Inc. US:QXO | 813 009 | $14.0 M | 0.41% | — |
En las empresas de nuestra base de datos 4
| Empresa | Participación | Acciones | Fecha del Informe |
|---|---|---|---|
| Colliers International Group… | 5.52% | 2 745 325 | 2026-06-30 |
| Sportradar Group AG | 4.14% | 9 155 000 | 2026-06-30 |
| Wayfair Inc | 2.62% | 2 909 700 | 2026-06-30 |
| DraftKings Inc. | 1.94% | 9 650 000 | 2026-06-30 |
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