Spruce House Investment Management LLC Ben Tsai
New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $3.4B
- 11 holdings
- 2026 Q2
- +21.3% QoQ
- Top 5 74.0%
AUM over time
Book
| CVNA, Carvana | Add +2.6% | 2,335,000 | $314.38 | $734M | +60,000 | −$226M | |
| APP, AppLovin | Reduce −0.5% | 1,790,000 | $398.00 | $712M | −9,729 | −$500M | |
| CIGI, Colliers International Group | Add +93.0% | 2,511,000 | $106.88 | $268M | +1,209,867 | +$77M | |
| CPAY, Corpay | Add +6.0% | 880,000 | $290.99 | $256M | +50,000 | +$6.3M | |
| DKNG, Draftkings | Add +129.6% | 9,650,000 | $21.62 | $209M | +5,446,166 | +$64M | |
| W, Wayfair | Reduce −11.1% | 2,600,000 | $75.21 | $196M | −323,845 | −$98M | |
| GXO, Gxo Logistics | Hold | 3,250,000 | $51.85 | $169M | — | — | |
| CNM, Core & Main | Hold | 2,150,000 | $49.40 | $106M | — | — | |
| CMPR, Cimpress | Reduce −16.6% | 1,222,633 | $73.00 | $89M | −242,733 | −$8.3M | |
| SRAD, Sportradar Group | New | 2,750,000 | $16.74 | $46M | +2,750,000 | +$46M | |
| QXO, QXO Inc | Hold | 813,009 | $19.42 | $16M | — | — |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 11 | $3.4B | +21.3% | 13F-HR | 8/14/2026 | 000154317026000013 |
| 2026 Q1 | 11 | $2.8B | −18.8% | 13F-HR | 5/15/2026 | 000154317026000006 |
| 2025 Q4 | 10 | $3.4B | −10.9% | 13F-HR | 2/17/2026 | 000154317026000004 |
| 2025 Q3 | 10 | $3.9B | +42.8% | 13F-HR | 11/14/2025 | 000154317025000013 |
| 2025 Q2 | 9 | $2.7B | +40.7% | 13F-HR | 8/14/2025 | 000154317025000008 |
| 2025 Q1 | 9 | $1.9B | −29.2% | 13F-HR | 5/15/2025 | 000154317025000003 |
| 2024 Q4 | 11 | $2.7B | +33.3% | 13F-HR | 2/14/2025 | 000149315225006880 |
| 2024 Q3 | 10 | $2B | +34.3% | 13F-HR | 11/14/2024 | 000149315224045896 |
| 2024 Q2 | 10 | $1.5B | +9.2% | 13F-HR | 8/14/2024 | 000149315224032290 |
| 2024 Q1 | 11 | $1.4B | +9.4% | 13F-HR | 5/15/2024 | 000149315224019891 |
| 2023 Q4 | 6 | $1.3B | +13.1% | 13F-HR | 2/14/2024 | 000149315224006670 |
| 2023 Q3 | 6 | $1.1B | +28.6% | 13F-HR | 11/14/2023 | 000149315223041209 |
| 2023 Q2 | 6 | $875M | +71.2% | 13F-HR | 8/14/2023 | 000149315223028528 |
| 2023 Q1 | 5 | $511M | +35.5% | 13F-HR | 5/15/2023 | 000149315223017384 |
| 2022 Q4 | 5 | $377M | −32.1% | 13F-HR | 2/14/2023 | 000149315223004940 |
| 2022 Q3 | 7 | $555M | −19.9% | 13F-HR | 11/14/2022 | 000149315222032149 |
| 2022 Q2 | 8 | $693M | −59.9% | 13F-HR | 8/12/2022 | 000149315222022382 |
| 2022 Q1 | 9 | $1.7B | −45.8% | 13F-HR | 5/16/2022 | 000149315222013842 |
| 2021 Q4 | 12 | $3.2B | −17.4% | 13F-HR | 2/14/2022 | 000149315222004474 |
| 2021 Q3 | 14 | $3.9B | — | 13F-HR | 11/15/2021 | 000149315221028709 |
About
Spruce House Investment Management LLC
20 processed 13Fs on this site, 2021 Q3 to 2026 Q2