TRUE SIGNAL LP
Latest 13F filing data - Q4 2022
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SKLZ | 179K | $90.49M |
 | UAA | 147K | $1.49B |
 | SBH | 82K | $1.03B |
 | CVS | 78K | $7.31B |
 | CHGG | 73K | $1.83B |
 | DNUT | 66K | $682.62M |
 | GO | 66K | $1.92B |
 | LYFT | 57K | $631.61M |
 | TPR | 53K | $2.03B |
 | BMBL | 53K | $1.12B |
 | YETI | 52K | $2.13B |
 | TJX | 49K | $3.92B |
 | ETSY | 49K | $5.85B |
 | DASH | 48K | $2.34B |
 | HBI | 48K | $303.09M |
 | SHAK | 45K | $1.86B |
 | REAL | 44K | $55.24M |
 | UAL | 42K | $1.57B |
 | QSR | 39K | $2.52B |
 | AMZN | 39K | $3.28B |
Skillz Inc.
SKLZ
Shares Held
179K
Value
$90.49M
Under Armour, Inc.
UAA
Shares Held
147K
Value
$1.49B
Sally Beauty Holdings, Inc.
SBH
Shares Held
82K
Value
$1.03B
CVS Health Corporation
CVS
Shares Held
78K
Value
$7.31B
Chegg, Inc.
CHGG
Shares Held
73K
Value
$1.83B
Krispy Kreme, Inc.
DNUT
Shares Held
66K
Value
$682.62M
Grocery Outlet Holding Corp.
GO
Shares Held
66K
Value
$1.92B
Lyft, Inc.
LYFT
Shares Held
57K
Value
$631.61M
Tapestry, Inc.
TPR
Shares Held
53K
Value
$2.03B
Bumble Inc.
BMBL
Shares Held
53K
Value
$1.12B
YETI Holdings, Inc.
YETI
Shares Held
52K
Value
$2.13B
The TJX Companies, Inc.
TJX
Shares Held
49K
Value
$3.92B
Etsy, Inc.
ETSY
Shares Held
49K
Value
$5.85B
DoorDash, Inc.
DASH
Shares Held
48K
Value
$2.34B
Hanesbrands Inc.
HBI
Shares Held
48K
Value
$303.09M
Shake Shack Inc.
SHAK
Shares Held
45K
Value
$1.86B
The RealReal, Inc.
REAL
Shares Held
44K
Value
$55.24M
United Airlines Holdings, Inc.
UAL
Shares Held
42K
Value
$1.57B
Restaurant Brands International Inc.
QSR
Shares Held
39K
Value
$2.52B
Amazon.com, Inc.
AMZN
Shares Held
39K
Value
$3.28B