# Builders Union Fund LP

> Institutional holdings reported to the SEC as of Q1 2021 on Form 13F. CIK 1772593. Source: https://holderbook.com/funds/1772593-builders-union-fund-lp/

- Reported value: $233.3M
- Positions: 8
- Weight of the ten largest: 100.0%
- Filed: 2021-08-20

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $88.4M | 0 | 37.9% | 1 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $37.8M | 155,748 | 16.2% | 1 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $29.7M | 133,000 | 12.7% | 1 |
| MATCH GROUP INC NEW | [MTCH](https://holderbook.com/stocks/MTCH/) | $21.6M | 157,210 | 9.3% | 1 |
| SNAP INC | [SNAP](https://holderbook.com/stocks/SNAP/) | $19.8M | 379,400 | 8.5% | 1 |
| LULULEMON ATHLETICA INC | [LULU](https://holderbook.com/stocks/LULU/) | $13.8M | 44,909 | 5.9% | 1 |
| UNITY SOFTWARE INC | [U](https://holderbook.com/stocks/U/) | $12.8M | 128,100 | 5.5% | 1 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $9.4M | 8,500 | 4.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2021 | $233.3M | 8 |