Holdings
| SHOP SHOPIFY INC - CLASS A | $1.94B | 6.5% | 1,430,135 | −202,415 | −12.4% | Reduced |
| SNAP SNAP INC - A | $1.67B | 5.6% | 22,638,657 | −303,625 | −1.3% | Reduced |
| DASH DOORDASH INC - A | $1.54B | 5.2% | 7,460,157 | — | — | Held |
| BBWI BATH & BODY WORKS INC | $1.53B | 5.2% | 24,300,268 | +24,300,268 | — | New |
| NOW SERVICENOW INC | $1.37B | 4.6% | 2,193,941 | −274,857 | −11.1% | Reduced |
| MSFT MICROSOFT CORP | $1.32B | 4.5% | 4,694,472 | −581,000 | −11.0% | Reduced |
| TWTR TWITTER INC | $1.30B | 4.4% | 21,533,828 | +11,630,881 | +117.4% | Added |
| XYZ BLOCK INC | $1.29B | 4.3% | 5,380,864 | −334,407 | −5.9% | Reduced |
| MRNA MODERNA INC | $1.28B | 4.3% | 3,316,199 | −674,698 | −16.9% | Reduced |
| WDAY WORKDAY INC-CLASS A | $1.24B | 4.2% | 4,973,868 | +1,546,502 | +45.1% | Added |
| MTCH MATCH GROUP INC | $1.22B | 4.1% | 7,773,867 | +27,367 | +0.4% | Added |
| AMZN AMAZON.COM INC | $1.19B | 4.0% | 361,112 | −123,629 | −25.5% | Reduced |
| UNH UNITEDHEALTH GROUP INC | $1.17B | 4.0% | 3,005,990 | — | — | Held |
| ADBE ADOBE INC | $1.13B | 3.8% | 1,955,187 | −461,765 | −19.1% | Reduced |
| META META PLATFORMS INC-CLASS A | $1.04B | 3.5% | 3,074,926 | −1,910,783 | −38.3% | Reduced |
| COUPEUR COUPA SOFTWARE INC | $1.00B | 3.4% | 4,566,251 | −103,386 | −2.2% | Reduced |
| RH RH | $860.7M | 2.9% | 1,290,620 | +269,795 | +26.4% | Added |
| FTCHQ FARFETCH LTD-CLASS A | $860.0M | 2.9% | 22,945,132 | +4,078,246 | +21.6% | Added |
| DXCM DEXCOM INC | $788.1M | 2.7% | 1,441,227 | −427,060 | −22.9% | Reduced |
| IBN ICICI BANK LTD-SPON ADR | $750.1M | 2.5% | 39,750,227 | −3,405,599 | −7.9% | Reduced |
| DDOG DATADOG INC - CLASS A | $656.8M | 2.2% | 4,646,717 | −1,184,668 | −20.3% | Reduced |
| CVNA CARVANA CO | $646.0M | 2.2% | 2,142,309 | — | — | Held |
| BILI BILIBILI INC-SPONSORED ADR | $569.9M | 1.9% | 8,612,782 | +8,612,782 | — | New |
| BEKE KE HOLDINGS INC-ADR | $551.5M | 1.9% | 30,201,786 | +17,132,569 | +131.1% | Added |
| STNE STONECO LTD-A | $524.0M | 1.8% | 15,093,113 | +6,246,680 | +70.6% | Added |
| TDG TRANSDIGM GROUP INC | $489.9M | 1.7% | 784,342 | +66,879 | +9.3% | Added |
| VSXY VICTORIA'S SECRET & CO | $475.8M | 1.6% | 8,609,543 | +8,609,543 | — | New |
| PVH PVH CORP | $339.0M | 1.1% | 3,297,609 | +577,900 | +21.2% | Added |
| ASCENDIS PHARMA A/S | $229.0M | 0.8% | 1,436,981 | — | — | Held |
| FATE FATE THERAPEUTICS INC | $130.4M | 0.4% | 2,199,284 | +450,000 | +25.7% | Added |
| VTEX VTEX -CLASS A | $108.5M | 0.4% | 5,274,887 | +5,274,887 | — | New |
| FIGS FIGS INC-CLASS A | $92.3M | 0.3% | 2,485,894 | −1,788,683 | −41.8% | Reduced |
| AMPL AMPLITUDE INC-CLASS A | $88.4M | 0.3% | 1,627,000 | +1,627,000 | — | New |
| NTES NETEASE INC-ADR | $86.7M | 0.3% | 1,015,388 | +1,015,388 | — | New |
| 8QR CONFLUENT INC-CLASS A | $83.2M | 0.3% | 1,394,644 | +744,644 | +114.6% | Added |
| MARQETA INC | $58.0M | 0.2% | 2,621,520 | +2,621,520 | — | New |
| ZYMEUSD ZYMEWORKS INC | $28.4M | 0.1% | 976,735 | — | — | Held |
| FORMA THERAPEUTICS HLDGS INC | $18.6M | 0.1% | 800,000 | — | — | Held |
| FRSH FRESHWORKS INC-CL A | $11.7M | 0.0% | 275,000 | +275,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LBEUR L BRANDS INC | 26,265,094 | $1.89B |
| GPN GLOBAL PAYMENTS INC | 5,542,294 | $1.04B |
| MA MASTERCARD INC - A | 1,803,798 | $658.5M |
| S SENTINELONE INC -CLASS A | 175,000 | $7.4M |
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.