Liberty Street Advisors, Inc. Buys 2, Sells 3 in 2nd Quarter

Author's Avatar
insider
Jul 27, 2022
Article's Main Image

Liberty Street Advisors, Inc. recently filed their 13F report for the second quarter of 2022, which ended on 2022-06-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

125 MAIDEN LANE, 6TH FLOOR NEW YORK, NY 10038

As of the latest 13F report, the guru’s equity portfolio contained 7 stocks valued at a total of $13.00Mil. The top holdings were UDMY(24.53%), KIND(23.12%), and ME(15.43%).

According to GuruFocus data, these were Liberty Street Advisors, Inc.’s top five trades of the quarter.

SoundHound AI Inc


The guru established a new position worth 736,112 shares in NAS:SOUN, giving the stock a 14.39% weight in the equity portfolio. Shares traded for an average price of $6.18 during the quarter.

On 07/27/2022, SoundHound AI Inc traded for a price of $3.79 per share and a market cap of $743.39Mil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, SoundHound AI Inc has a EV-to-Ebitda ratio of -12.25 and a price-sales ratio of 33.23.

Udemy Inc


Liberty Street Advisors, Inc. reduced their investment in NAS:UDMY by 105,878 shares. The trade had a 7.14% impact on the equity portfolio. During the quarter, the stock traded for an average price of $12.12.

On 07/27/2022, Udemy Inc traded for a price of $12.67 per share and a market cap of $1.77Bil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 7 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Udemy Inc has a price-book ratio of 4.53, a EV-to-Ebitda ratio of -17.92 and a price-sales ratio of 3.09.

Marqeta Inc


Liberty Street Advisors, Inc. reduced their investment in NAS:MQ by 26,711 shares. The trade had a 1.6% impact on the equity portfolio. During the quarter, the stock traded for an average price of $9.85.

On 07/27/2022, Marqeta Inc traded for a price of $9.35 per share and a market cap of $5.09Bil. The stock has returned -64.80% over the past year.

GuruFocus gives the company a financial strength rating of 9 out of 10. There is insufficient data to calculate the stock’s profitability rating.

In terms of valuation, Marqeta Inc has a price-book ratio of 3.19, a EV-to-Ebitda ratio of -16.72 and a price-sales ratio of 6.65.

Fathom Digital Manufacturing Corp


The guru established a new position worth 263,646 shares in NYSE:FATH, giving the stock a 8.81% weight in the equity portfolio. Shares traded for an average price of $8.13 during the quarter.

On 07/27/2022, Fathom Digital Manufacturing Corp traded for a price of $3.94 per share and a market cap of $202.15Mil. The stock has returned 0.00% over the past year.

GuruFocus gives the company a financial strength rating of 4 out of 10 and a profitability rating of 2 out of 10.

In terms of valuation, Fathom Digital Manufacturing Corp has a price-book ratio of 0.46, a EV-to-Ebitda ratio of 35.73 and a price-sales ratio of 1.34.

Blend Labs Inc


The guru sold out of their 200,216-share investment in NYSE:BLND. Previously, the stock had a 4.56% weight in the equity portfolio. Shares traded for an average price of $7.76 during the quarter.

On 07/27/2022, Blend Labs Inc traded for a price of $2.52 per share and a market cap of $586.17Mil. The stock has returned -85.18% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 1 out of 10.

In terms of valuation, Blend Labs Inc has a price-book ratio of 0.80, a EV-to-Ebitda ratio of -1.41 and a price-sales ratio of 1.99.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

Want to provide feedback on this article? Have questions or concerns? Get in touch with us here, or email us at [email protected]!

This article is general in nature and does not represent the opinions of GuruFocus or any of its affiliates. This article is not intended to be financial advice, nor does it constitute investment advice or recommendations. It was written without regard to your individual situation or financial goals. We aim to bring you fundamental, data-driven analysis, The information on this site is in no way guaranteed for completeness, accuracy or in any other way.

Rating:
0 / 5 (0 votes)
Author's Avatar
WRITTEN BY

Request A Demo

Learn more about GuruFocus' key features, including All-In-One Screener, backtesting, 30-year financial, stock summary page, guru trades, insider trades, excel Add-in, google sheets and much more.

GuruFocus Screeners

Related Articles