Pinterest, Inc. Class A Common Stock

Shopify Inc. Class A subordinate voting shares

Snap Inc.

I sold $PINS at the open. My thesis was mostly around monetization potential, social commerce/shopping adoption and AR/VR. Those are still there, but:

- $PINS partnered with $SHOP for shoppable pins, and so I'll still have an exposure to success of that
- $SNAP I believe is better positioned for AR/VR execution and they are already working with brands on those experiences. Most of their userbase is interested in commerce w/AR filters and used to using AR overall
- $SNAP's pace of innovation is greater than of $PINS, in my view

As an example, check out $SNAP's latest Partner Summit: https://youtu.be/OlPey4WxY1Q

Probably a good bet, always hard to sell a loser, but will feel better for it over time.

Undefined

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Snap Partner Summit 2022

Portfolio changes - update 4

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