Holdings
| JD JD.COM INC-ADR | $4.36B | 10.0% | 51,650,366 | — | — | Held |
| MSFT MICROSOFT CORP | $3.24B | 7.4% | 13,722,734 | +1,831,000 | +15.4% | Added |
| RBLX ROBLOX CORP -CLASS A | $2.62B | 6.0% | 40,428,863 | +40,428,863 | — | New |
| SE SEA LTD-ADR | $2.12B | 4.9% | 9,505,500 | +279,000 | +3.0% | Added |
| AMZN AMAZON.COM INC | $1.90B | 4.4% | 613,095 | — | — | Held |
| PDD PDD HOLDINGS INC | $1.88B | 4.3% | 14,053,066 | — | — | Held |
| APOEUR APOLLO ASSET MANAGEMENT INC | $1.64B | 3.8% | 34,913,500 | +1,000,000 | +2.9% | Added |
| META META PLATFORMS INC-CLASS A | $1.64B | 3.8% | 5,560,137 | −766,663 | −12.1% | Reduced |
| CVNA CARVANA CO | $1.58B | 3.6% | 6,012,907 | — | — | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $1.38B | 3.2% | 7,537,000 | — | — | Held |
| UBER UBER TECHNOLOGIES INC | $1.13B | 2.6% | 20,821,712 | −6,859,687 | −24.8% | Reduced |
| NOW SERVICENOW INC | $1.08B | 2.5% | 2,156,000 | +513,000 | +31.2% | Added |
| DOCU DOCUSIGN INC | $1.04B | 2.4% | 5,151,000 | +3,378,000 | +190.5% | Added |
| TDG TRANSDIGM GROUP INC | $1.03B | 2.4% | 1,757,245 | — | — | Held |
| WDAY WORKDAY INC-CLASS A | $1.03B | 2.4% | 4,127,450 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $1.02B | 2.3% | 4,478,062 | — | — | Held |
| RNG RINGCENTRAL INC-CLASS A | $990.9M | 2.3% | 3,326,370 | — | — | Held |
| PTON PELOTON INTERACTIVE INC-A | $883.5M | 2.0% | 7,857,772 | +14 | +0.0% | Added |
| SPOT SPOTIFY TECHNOLOGY SA | $852.9M | 2.0% | 3,183,186 | −827 | −0.0% | Reduced |
| ZM ZOOM COMMUNICATIONS INC | $787.2M | 1.8% | 2,450,204 | +1,005,231 | +69.6% | Added |
| DASH DOORDASH INC - A | $761.4M | 1.8% | 5,806,568 | +4,210,568 | +263.8% | Added |
| SHOP SHOPIFY INC - CLASS A | $572.7M | 1.3% | 517,550 | +323,734 | +167.0% | Added |
| NFLX NETFLIX INC | $551.0M | 1.3% | 1,056,290 | — | — | Held |
| FUTU FUTU HOLDINGS LTD-ADR | $530.5M | 1.2% | 3,340,000 | +3,340,000 | — | New |
| ATLASSIAN CORP PLC | $519.6M | 1.2% | 2,465,400 | — | — | Held |
| SNOW SNOWFLAKE INC | $511.7M | 1.2% | 2,231,652 | +478,055 | +27.3% | Added |
| CRM SALESFORCE INC | $484.9M | 1.1% | 2,288,700 | — | — | Held |
| ESTC ELASTIC NV | $447.0M | 1.0% | 4,019,843 | — | — | Held |
| RUN SUNRUN INC | $427.8M | 1.0% | 7,073,257 | −1,000,000 | −12.4% | Reduced |
| DDOG DATADOG INC - CLASS A | $396.4M | 0.9% | 4,757,000 | — | — | Held |
| COUPEUR COUPA SOFTWARE INC | $364.9M | 0.8% | 1,434,000 | +769,000 | +115.6% | Added |
| ADBE ADOBE INC | $350.6M | 0.8% | 737,500 | +570,000 | +340.3% | Added |
| TAL TAL EDUCATION GROUP- ADR | $310.3M | 0.7% | 5,762,873 | — | — | Held |
| GDS GDS HOLDINGS LTD - ADR | $298.0M | 0.7% | 3,675,444 | −685,072 | −15.7% | Reduced |
| 1LIFE HEALTHCARE INC | $297.8M | 0.7% | 7,620,000 | +3,690,000 | +93.9% | Added |
| EGHT 8X8 INC | $292.0M | 0.7% | 9,000,000 | — | — | Held |
| NEW ORIENTAL ED & TECHNOLOGY | $258.1M | 0.6% | 18,435,000 | +16,591,500 | +900.0% | Added |
| MA MASTERCARD INC - A | $257.8M | 0.6% | 724,000 | — | — | Held |
| PYPL PAYPAL HOLDINGS INC | $217.6M | 0.5% | 896,001 | — | — | Held |
| CPNG COUPANG INC | $176.3M | 0.4% | 3,571,428 | +3,571,428 | — | New |
| XYZ BLOCK INC | $174.8M | 0.4% | 770,000 | +361,500 | +88.5% | Added |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $174.0M | 0.4% | 647,662 | — | — | Held |
| PLTK PLAYTIKA HOLDING CORP | $149.7M | 0.3% | 5,500,000 | +5,500,000 | — | New |
| OSCR OSCAR HEALTH INC - CLASS A | $149.5M | 0.3% | 5,559,990 | +5,559,990 | — | New |
| BEKE KE HOLDINGS INC-ADR | $142.4M | 0.3% | 2,500,000 | — | — | Held |
| ABNB AIRBNB INC-CLASS A | $122.2M | 0.3% | 650,000 | — | — | Held |
| DESP1EUR DESPEGAR.COM CORP | $105.3M | 0.2% | 7,723,185 | −1,533,365 | −16.6% | Reduced |
| SUMO2EUR SUMO LOGIC INC | $102.7M | 0.2% | 5,447,687 | +56,500 | +1.0% | Added |
| JA4 JAMF HOLDING CORP | $98.1M | 0.2% | 2,778,778 | — | — | Held |
| ZEN1EUR ZENDESK INC | $94.7M | 0.2% | 714,000 | — | — | Held |
| API AGORA INC-ADR | $86.8M | 0.2% | 1,726,123 | — | — | Held |
| DNK PHOENIX TREE HOLDINGS LTD | $86.2M | 0.2% | 36,436,075 | — | — | Held |
| INTU INTUIT INC | $84.7M | 0.2% | 221,237 | −50 | −0.0% | Reduced |
| GDRX GOODRX HOLDINGS INC-CLASS A | $83.7M | 0.2% | 2,145,000 | — | — | Held |
| ASAN ASANA INC - CL A | $82.3M | 0.2% | 2,881,202 | +461,748 | +19.1% | Added |
| CMRC COMMERCE.COM INC | $78.0M | 0.2% | 1,350,000 | — | — | Held |
| 6X1 ON24 INC | $77.6M | 0.2% | 1,600,000 | +1,600,000 | — | New |
| DOCN DIGITALOCEAN HOLDINGS INC | $71.6M | 0.2% | 1,700,000 | +1,700,000 | — | New |
| YATSEN HLDG LTD | $70.6M | 0.2% | 5,714,000 | — | — | Held |
| PLANUSD ANAPLAN INC | $69.0M | 0.2% | 1,280,868 | +1 | +0.0% | Added |
| AI C3.AI INC-A | $65.9M | 0.2% | 1,000,000 | — | — | Held |
| BMBL BUMBLE INC-A | $62.4M | 0.1% | 1,000,000 | +1,000,000 | — | New |
| TUYA TUYA INC | $60.2M | 0.1% | 2,850,000 | +2,850,000 | — | New |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | $54.3M | 0.1% | 1,650,000 | +1,650,000 | — | New |
| ASO ACADEMY SPORTS & OUTDOORS IN | $47.2M | 0.1% | 1,750,000 | — | — | Held |
| STNE STONECO LTD-A | $46.8M | 0.1% | 764,596 | −1,187 | −0.2% | Reduced |
| FROG JFROG LTD | $44.4M | 0.1% | 1,000,000 | — | — | Held |
| OZON OZON HOLDINGS PLC - ADR | $42.1M | 0.1% | 750,000 | — | — | Held |
| TBA THOMA BRAVO ADVANTAGE-CL A | $41.8M | 0.1% | 4,000,000 | +4,000,000 | — | New |
| ROOTGBP ROOT INC/OH -CLASS A | $39.6M | 0.1% | 3,106,976 | +3,106,976 | — | New |
| V VISA INC-CLASS A SHARES | $34.5M | 0.1% | 163,000 | — | — | Held |
| DATTO HLDG CORP | $34.4M | 0.1% | 1,500,000 | — | — | Held |
| CHINDATA GROUP HLDGS LTD | $30.6M | 0.1% | 1,850,000 | — | — | Held |
| TWLO TWILIO INC - A | $25.5M | 0.1% | 74,701 | — | — | Held |
| SOARING EAGLE ACQUISITION CO | $24.5M | 0.1% | 2,425,000 | +2,425,000 | — | New |
| DT DYNATRACE INC | $24.1M | 0.1% | 500,000 | — | — | Held |
| XPEV XPENG INC - ADR | $23.7M | 0.1% | 650,000 | — | — | Held |
| SMARGBP SMARTSHEET INC-CLASS A | $23.0M | 0.1% | 360,000 | — | — | Held |
| REVOLUTION HEALTHCAR AQ CORP | $22.6M | 0.1% | 2,250,000 | +2,250,000 | — | New |
| LINX SA | $22.2M | 0.1% | 3,350,000 | — | — | Held |
| ALTIMETER GROWTH CORP | $22.0M | 0.1% | 1,800,000 | — | — | Held |
| MDB MONGODB INC | $21.9M | 0.1% | 82,000 | — | — | Held |
| RTP/U REINVENT TECHNOLOGY PARTNERS | $21.4M | 0.0% | 2,000,000 | — | — | Held |
| AJAX I | $21.3M | 0.0% | 2,000,000 | — | — | Held |
| SVF INVESTMENT CORP | $21.1M | 0.0% | 2,000,000 | +2,000,000 | — | New |
| ALTIMETER GROWTH CORP 2 | $20.7M | 0.0% | 1,996,000 | +1,996,000 | — | New |
| NCNO* NCINO OPCO INC | $18.3M | 0.0% | 275,000 | — | — | Held |
| LIBERTY MEDIA ACQUISITION CO | $18.2M | 0.0% | 1,700,000 | +1,700,000 | — | New |
| OLOGBX OLO INC - CLASS A | $18.0M | 0.0% | 681,000 | +681,000 | — | New |
| DUCK CREEK TECHNOLOGIES INC | $15.8M | 0.0% | 350,000 | — | — | Held |
| AFRM AFFIRM HOLDINGS INC | $14.1M | 0.0% | 200,000 | +200,000 | — | New |
| AVLRUSD AVALARA INC | $13.3M | 0.0% | 100,000 | — | — | Held |
| SVMKUSD SVMK INC | $12.8M | 0.0% | 698,871 | — | — | Held |
| NET CLOUDFLARE INC - CLASS A | $12.3M | 0.0% | 175,000 | — | — | Held |
| SVF INVESTMENT CORP 3 | $11.1M | 0.0% | 1,100,000 | +1,100,000 | — | New |
| LEAD EDGE GROWTH OPRTUNTS LT | $10.0M | 0.0% | 1,000,000 | +1,000,000 | — | New |
| LDH GROWTH CORP I | $9.7M | 0.0% | 960,000 | +960,000 | — | New |
| LI LI AUTO INC - ADR | $8.8M | 0.0% | 350,000 | — | — | Held |
| PROVIDENT ACQUISITION CORP | $8.1M | 0.0% | 800,000 | +800,000 | — | New |
| SVF INVESTMENT CORP 2 | $7.8M | 0.0% | 775,000 | +775,000 | — | New |
| XP XP INC - CLASS A | $7.5M | 0.0% | 200,000 | — | — | Held |
| GTM ZOOMINFO TECHNOLOGIES INC | $7.3M | 0.0% | 150,000 | — | — | Held |
| VERX VERTEX INC - CLASS A | $7.1M | 0.0% | 325,000 | — | — | Held |
| HUYA HUYA INC-ADR | $7.1M | 0.0% | 362,000 | — | — | Held |
| AMERICAN WELL CORP | $6.9M | 0.0% | 400,000 | — | — | Held |
| PD PAGERDUTY INC | $6.0M | 0.0% | 150,000 | — | — | Held |
| DBX DROPBOX INC-CLASS A | $5.3M | 0.0% | 200,000 | — | — | Held |
| DOUYU INTL HLDGS LTD | $4.2M | 0.0% | 400,000 | — | — | Held |
| SWIUSD SOLARWINDS CORP | $3.5M | 0.0% | 200,000 | — | — | Held |
| 17 ED & TECHNOLOGY GROUP INC | $3.4M | 0.0% | 480,000 | — | — | Held |
| OMGBP OUTSET MEDICAL INC | $3.0M | 0.0% | 55,000 | — | — | Held |
| R6G REDFIN CORP | $2.7M | 0.0% | 40,087 | — | — | Held |
| HCAT HEALTH CATALYST INC | $2.3M | 0.0% | 50,000 | — | — | Held |
| MDLA MEDALLIA INC | $1.4M | 0.0% | 50,000 | — | — | Held |
| D0A DADA NEXUS LTD-ADR | $1.4M | 0.0% | 50,000 | — | — | Held |
| OSH3USD OAK STREET HEALTH INC | $1.4M | 0.0% | 25,000 | — | — | Held |
| ONESMART INTL ED GROUP LTD | $742K | 0.0% | 320,000 | — | — | Held |
| FPI FARMLAND PARTNERS INC | $499K | 0.0% | 44,502 | — | — | Held |
| KC KINGSOFT CLOUD HOLDINGS-ADR | $393K | 0.0% | 10,000 | — | — | Held |
| 628 SEMRUSH HOLDINGS INC-A | $119K | 0.0% | 10,000 | +10,000 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| GOTU GAOTU TECHEDU INC | 3,020,769 | $156.2M |
| YALA YALLA GROUP LTD | 350,000 | $5.0M |
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.