account_balance
Investment manager · 13F filer · SEC CIK 1543170
Spruce House Investment Management LLC
Reported value$3.4Bas of Jun 30, 2026
Positions11 0 new, 0 sold out
Top 10 weight99.6%APP alone is 27%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
APPApplovin Corp
27.1%
CVNACarvana Co
22.6%Added +400%
CPAYCorpay Inc
8.6%
WWayfair Inc
7.9%Added +12%
GXOGxo Logistics Incorporated
7.8%Added +62%
CIGIColliers Intl Group Inc
7.6%Added +9%
DKNGDraftkings Inc New
7.2%
SRADSportradar Group AG
4.0%Added +233%
CMPRCimpress PLC
3.7%
CNM3.1%QXOAPPApplovin Corp
27.1%
CVNACarvana Co
22.6%Added +400%
CPAY8.6%W7.9%GXO7.8%CIGI7.6%DKNG7.2%SRAD4.0%CMPR3.7%CNM3.1%Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
APP Applovin Corp 27.1% HeldCVNA Carvana Co 22.6% Added +400%CPAY Corpay Inc 8.6% HeldW Wayfair Inc 7.9% Added +12%GXO Gxo Logistics Incorporated 7.8% Added +62%CIGI Colliers Intl Group Inc 7.6% Added +9%DKNG Draftkings Inc New 7.2% HeldSRAD Sportradar Group AG 4.0% Added +233%CMPR Cimpress PLC 3.7% HeldCNM Core & Main Inc 3.1% HeldQXO Qxo Inc 0.4% Held
What changed