Top Funds / Wildcat Capital Management, LLC


Leonard A. Potter

2020Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2020Q3 $ vs. 2020Q3
SKILLZ INC 21,433,040 $428,661,000 53.87% New +$428,661,000
COSTAR GROUP, INC. 75,510 $69,792,000 8.77% -4,452 +$1,943,000
KRONOS BIO INC 1,438,232 $42,960,000 5.40% New +$42,960,000
Allogene Therapeutics, Inc. 1,515,524 $38,252,000 4.81% No Change -$18,898,000
Booking Holdings Inc. 14,411 $32,097,000 4.03% No Change +$7,444,000
Facebook Inc CL A 104,134 $28,445,000 3.57% No Change +$1,172,000
Goosehead Insurance, Inc. CL A 212,678 $26,534,000 3.33% No Change +$8,118,000
Liberty Broadband Corp SER C 161,897 $25,640,000 3.22% No Change +$2,510,000
UroGen Pharma Ltd. 1,252,285 $22,566,000 2.84% No Change -$1,590,000
Planet Fitness, Inc. CL A 250,574 $19,452,000 2.44% New +$19,452,000
GLOBAL PAYMENTS INC 79,941 $17,221,000 2.16% No Change +$3,025,000
Accel Entertainment, Inc. CL A1 1,133,205 $11,445,000 1.44% +546,120 +$5,157,000
T-Mobile US, Inc. 81,207 $10,951,000 1.38% No Change +$1,664,000
SABINE ROYALTY TRUST UNIT BEN INT 335,564 $9,418,000 1.18% No Change -$282,000
Playa Hotels & Resorts N.V. 825,537 $4,912,000 0.62% +525,537 +$3,655,000
Uber Technologies, Inc 39,618 $2,021,000 0.25% +9,063 +$906,000
Magnolia Oil & Gas Corp CL A 177,581 $1,254,000 0.16% -77,416 -$64,000
Urovant Sciences Ltd. 65,209 $1,052,000 0.13% -29,478 +$168,000
SPDR GOLD TRUST CALL 205,250 $1,009,000 0.13% -560,750 -$7,508,000
Oyster Point Pharma, Inc. 36,302 $683,000 0.09% No Change -$83,000
NuCana plc SPONSORED ADR 127,806 $574,000 0.07% -34,672 -$266,000
Oportun Financial Corp 18,349 $355,000 0.04% New +$355,000
BARCLAYS PLC PUT 94,453 $288,000 0.04% New +$288,000
iSHARES TRUST CALL 95,400 $86,000 0.01% New +$86,000
iSHARES TRUST PUT 91,600 $86,000 0.01% New +$86,000