account_balance
Investment manager · 13F filer · SEC CIK 2159469
Mulberry Street Management, L.P.
Reported value$33.5Mas of Sep 30, 2026
Positions8
Top 10 weight100.0%AMZN alone is 25%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
This fund reports 8 stocks.
AMZNAmazon.com Inc
25.0%
CBRSCerebras Systems Inc.
14.7%
METAMeta Platforms, Inc.
14.1%
CVNACarvana Co.
13.1%
GOOGAlphabet Inc.
11.4%
AXONAxon Enterprise, Inc.
8.4%
SHOPShopify Inc.
7.4%
SKHYSK hynix Inc.
5.9%
AMZNAmazon.com Inc
25.0%
CBRSCerebras Systems Inc.
14.7%
METAMeta Platforms, Inc.
14.1%
CVNACarvana Co.
13.1%
GOOGAlphabet Inc.
11.4%
AXONAxon Enterprise, Inc.
8.4%
SHOPShopify Inc.
7.4%
SKHYBox size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
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