Holdings
| SHOP SHOPIFY INC - CLASS A | $2.39B | 7.7% | 1,632,550 | −79,940 | −4.7% | Reduced |
| LBEUR L BRANDS INC | $1.89B | 6.1% | 26,265,094 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $1.73B | 5.6% | 4,985,709 | −676,650 | −11.9% | Reduced |
| AMZN AMAZON.COM INC | $1.67B | 5.4% | 484,741 | +2,997 | +0.6% | Added |
| SNAP SNAP INC - A | $1.56B | 5.0% | 22,942,282 | −1,073,292 | −4.5% | Reduced |
| MSFT MICROSOFT CORP | $1.43B | 4.6% | 5,275,472 | −2,549,125 | −32.6% | Reduced |
| ADBE ADOBE INC | $1.42B | 4.6% | 2,416,952 | −205,454 | −7.8% | Reduced |
| XYZ BLOCK INC | $1.39B | 4.5% | 5,715,271 | +2,570,126 | +81.7% | Added |
| NOW SERVICENOW INC | $1.36B | 4.4% | 2,468,798 | +990,073 | +67.0% | Added |
| DASH DOORDASH INC - A | $1.33B | 4.3% | 7,460,157 | +736,606 | +11.0% | Added |
| MTCH MATCH GROUP INC | $1.25B | 4.0% | 7,746,500 | +1,541,815 | +24.8% | Added |
| COUPEUR COUPA SOFTWARE INC | $1.22B | 3.9% | 4,669,637 | +517,724 | +12.5% | Added |
| UNH UNITEDHEALTH GROUP INC | $1.20B | 3.9% | 3,005,990 | −140,584 | −4.5% | Reduced |
| GPN GLOBAL PAYMENTS INC | $1.04B | 3.3% | 5,542,294 | +1,296,998 | +30.6% | Added |
| FTCHQ FARFETCH LTD-CLASS A | $950.1M | 3.1% | 18,866,886 | +5,185,556 | +37.9% | Added |
| MRNA MODERNA INC | $937.8M | 3.0% | 3,990,897 | +3,990,897 | — | New |
| WDAY WORKDAY INC-CLASS A | $818.2M | 2.6% | 3,427,366 | +1,273,903 | +59.2% | Added |
| DXCM DEXCOM INC | $797.8M | 2.6% | 1,868,287 | −504,861 | −21.3% | Reduced |
| IBN ICICI BANK LTD-SPON ADR | $738.0M | 2.4% | 43,155,826 | — | — | Held |
| RH RH | $693.1M | 2.2% | 1,020,825 | +1,020,825 | — | New |
| TWTR TWITTER INC | $681.4M | 2.2% | 9,902,947 | +9,902,947 | — | New |
| MA MASTERCARD INC - A | $658.5M | 2.1% | 1,803,798 | −227,935 | −11.2% | Reduced |
| CVNA CARVANA CO | $646.6M | 2.1% | 2,142,309 | −265,900 | −11.0% | Reduced |
| BEKE KE HOLDINGS INC-ADR | $623.1M | 2.0% | 13,069,217 | +13,069,217 | — | New |
| DDOG DATADOG INC - CLASS A | $606.9M | 2.0% | 5,831,385 | −710,581 | −10.9% | Reduced |
| STNE STONECO LTD-A | $593.2M | 1.9% | 8,846,433 | +2,312,176 | +35.4% | Added |
| TDG TRANSDIGM GROUP INC | $464.4M | 1.5% | 717,463 | +717,463 | — | New |
| PVH PVH CORP | $292.6M | 0.9% | 2,719,709 | +2,719,709 | — | New |
| FIGS FIGS INC-CLASS A | $214.2M | 0.7% | 4,274,577 | +4,274,577 | — | New |
| ASCENDIS PHARMA A/S | $189.0M | 0.6% | 1,436,981 | — | — | Held |
| FATE FATE THERAPEUTICS INC | $151.8M | 0.5% | 1,749,284 | — | — | Held |
| ZYMEUSD ZYMEWORKS INC | $33.9M | 0.1% | 976,735 | — | — | Held |
| 8QR CONFLUENT INC-CLASS A | $30.9M | 0.1% | 650,000 | +650,000 | — | New |
| FORMA THERAPEUTICS HLDGS INC | $19.9M | 0.1% | 800,000 | — | — | Held |
| S SENTINELONE INC -CLASS A | $7.4M | 0.0% | 175,000 | +175,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MELI MERCADOLIBRE INC | 715,152 | $1.05B |
| NFLX NETFLIX INC | 1,828,120 | $953.7M |
| ATLASSIAN CORP PLC | 2,974,571 | $626.9M |
| BILI BILIBILI INC-SPONSORED ADR | 4,200,332 | $449.7M |
| BILL BILL HOLDINGS INC | 2,820,713 | $410.4M |
| NUANEUR NUANCE COMMUNICATIONS INC | 9,009,792 | $393.2M |
| SNOW SNOWFLAKE INC | 1,267,426 | $290.6M |
| BPMC BLUEPRINT MEDICINES CORP | 2,709,138 | $263.4M |
| ARGX ARGENX SE - ADR | 546,259 | $150.4M |
| PODD INSULET CORP | 380,690 | $99.3M |
| MDB MONGODB INC | 131,371 | $35.1M |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | 650,000 | $21.4M |
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.