Holdings
| SHOP SHOPIFY INC - CLASS A | $1.89B | 6.9% | 1,712,490 | −82,800 | −4.6% | Reduced |
| MSFT MICROSOFT CORP | $1.84B | 6.7% | 7,824,597 | +1,512,102 | +24.0% | Added |
| META META PLATFORMS INC-CLASS A | $1.67B | 6.1% | 5,662,359 | +2,086,813 | +58.4% | Added |
| LBEUR L BRANDS INC | $1.62B | 5.9% | 26,265,094 | — | — | Held |
| AMZN AMAZON.COM INC | $1.49B | 5.4% | 481,744 | +224,618 | +87.4% | Added |
| SNAP SNAP INC - A | $1.26B | 4.6% | 24,015,574 | +4,504,987 | +23.1% | Added |
| ADBE ADOBE INC | $1.25B | 4.5% | 2,622,406 | +601,668 | +29.8% | Added |
| UNH UNITEDHEALTH GROUP INC | $1.17B | 4.3% | 3,146,574 | −33,446 | −1.1% | Reduced |
| COUPEUR COUPA SOFTWARE INC | $1.06B | 3.8% | 4,151,913 | −68,793 | −1.6% | Reduced |
| MELI MERCADOLIBRE INC | $1.05B | 3.8% | 715,152 | +118,041 | +19.8% | Added |
| NFLX NETFLIX INC | $953.7M | 3.5% | 1,828,120 | −624,000 | −25.4% | Reduced |
| DASH DOORDASH INC - A | $881.7M | 3.2% | 6,723,551 | +4,466,620 | +197.9% | Added |
| GPN GLOBAL PAYMENTS INC | $855.8M | 3.1% | 4,245,296 | −2,085,724 | −32.9% | Reduced |
| DXCM DEXCOM INC | $852.9M | 3.1% | 2,373,148 | +105,339 | +4.6% | Added |
| MTCH MATCH GROUP INC | $852.4M | 3.1% | 6,204,685 | +937,602 | +17.8% | Added |
| NOW SERVICENOW INC | $739.5M | 2.7% | 1,478,725 | +268,139 | +22.1% | Added |
| FTCHQ FARFETCH LTD-CLASS A | $725.4M | 2.6% | 13,681,330 | +5,616,770 | +69.6% | Added |
| MA MASTERCARD INC - A | $723.4M | 2.6% | 2,031,733 | −687,664 | −25.3% | Reduced |
| XYZ BLOCK INC | $714.1M | 2.6% | 3,145,145 | −1,054,279 | −25.1% | Reduced |
| IBN ICICI BANK LTD-SPON ADR | $691.8M | 2.5% | 43,155,826 | +43,155,826 | — | New |
| CVNA CARVANA CO | $631.9M | 2.3% | 2,408,209 | −40,056 | −1.6% | Reduced |
| ATLASSIAN CORP PLC | $626.9M | 2.3% | 2,974,571 | −448,548 | −13.1% | Reduced |
| DDOG DATADOG INC - CLASS A | $545.2M | 2.0% | 6,541,966 | −548,135 | −7.7% | Reduced |
| WDAY WORKDAY INC-CLASS A | $535.0M | 1.9% | 2,153,463 | +2,153,463 | — | New |
| BILI BILIBILI INC-SPONSORED ADR | $449.7M | 1.6% | 4,200,332 | −1,803,795 | −30.0% | Reduced |
| BILL BILL HOLDINGS INC | $410.4M | 1.5% | 2,820,713 | +52,006 | +1.9% | Added |
| STNE STONECO LTD-A | $400.0M | 1.5% | 6,534,257 | +165,800 | +2.6% | Added |
| NUANEUR NUANCE COMMUNICATIONS INC | $393.2M | 1.4% | 9,009,792 | — | — | Held |
| SNOW SNOWFLAKE INC | $290.6M | 1.1% | 1,267,426 | +965,366 | +319.6% | Added |
| BPMC BLUEPRINT MEDICINES CORP | $263.4M | 1.0% | 2,709,138 | — | — | Held |
| ASCENDIS PHARMA A/S | $185.2M | 0.7% | 1,436,981 | +542,448 | +60.6% | Added |
| ARGX ARGENX SE - ADR | $150.4M | 0.5% | 546,259 | +10,000 | +1.9% | Added |
| FATE FATE THERAPEUTICS INC | $144.2M | 0.5% | 1,749,284 | +865,618 | +98.0% | Added |
| PODD INSULET CORP | $99.3M | 0.4% | 380,690 | +380,690 | — | New |
| MDB MONGODB INC | $35.1M | 0.1% | 131,371 | −748,461 | −85.1% | Reduced |
| ZYMEUSD ZYMEWORKS INC | $30.8M | 0.1% | 976,735 | — | — | Held |
| FORMA THERAPEUTICS HLDGS INC | $22.4M | 0.1% | 800,000 | — | — | Held |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | $21.4M | 0.1% | 650,000 | +650,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DOCU DOCUSIGN INC | 4,056,072 | $901.7M |
| ADSK AUTODESK INC | 2,212,480 | $675.6M |
| HUM HUMANA INC | 1,508,296 | $618.8M |
| FIS FIDELITY NATIONAL INFO SERV | 2,799,907 | $396.1M |
| HWM HOWMET AEROSPACE INC | 7,527,593 | $214.8M |
| AM6 AMICUS THERAPEUTICS INC | 6,678,788 | $154.2M |
| XP XP INC - CLASS A | 80,569 | $3.2M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.