Highline Capital Management, L – GuruFocus.com

Investment company Highline Capital Management, L.p. (Current Portfolio) buys Marketwise Inc, Marketwise Inc, Legato Merger Corp, Ginkgo Bioworks Holdings Inc, Twilio Inc, sells Vimeo Inc, Hawaiian Holdings Inc, Magna International Inc, Mudrick Capital Acquisition Corporation II, Mudrick Capital Acquisition Corporation II during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Highline Capital Management, L.p.. As of 2021Q3, Highline Capital Management, L.p. owns 14 stocks with a total value of $118 million. These are the details of the buys and sells.New Purchases: MKTW, MKTW, LEGO, DNA, CND, Added Positions: TWLO, STLD, AMZN, PASG, Reduced Positions: BARK, Sold Out: VMEO, HA, MGA, MUDS, MUDS, VWE, For the details of HIGHLINE CAPITAL MANAGEMENT, L.P.’s stock buys and sells, go to https://www.gurufocus.com/guru/highline+capital+management%2C+l.p./current-portfolio/portfolioThese are the top 5 holdings of HIGHLINE CAPITAL MANAGEMENT, L.P.Marketwise Inc (MKTW) – 1,650,000 shares, 11.51% of the total portfolio. New PositionMarketwise Inc (MKTW) – 1,650,000 shares, 11.51% of the total portfolio. New PositionAmazon.com Inc (AMZN) – 4,086 shares, 11.33% of the total portfolio. Shares added by 18.61%Avantor Inc (AVTR) – 319,119 shares, 11.02% of the total portfolio. Twilio Inc (TWLO) – 37,805 shares, 10.19% of the total portfolio. Shares added by 63.54%New Purchase: Marketwise Inc…
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