THE MOTLEY FOOL – 13D Management disclosed that it sold its entire position in Match Group during Q4. The position was previously 4.5% of the fund’s AUM as of Q3, marking a significant reduction during broader fund downsizing. It’s top holding after the filing is $8.6M of Twilio (TWLO). The fund reported 16 positions post-filing, with total 13F reportable AUM of $84M. For investors, the key question is which Match Group platform will drive the next phase of growth and its ability to convert shifting dating habits into sustained payer growth.
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