Holdings
| MSFT MICROSOFT CORP | $1.71B | 15.6% | 5,931,829 | +674,257 | +12.8% | Added |
| META META PLATFORMS INC-CLASS A | $1.58B | 14.4% | 7,457,081 | −487,400 | −6.1% | Reduced |
| JD JD.COM INC-ADR | $1.06B | 9.6% | 24,077,900 | +2,265,750 | +10.4% | Added |
| AMZN AMAZON.COM INC | $1.00B | 9.1% | 9,685,171 | +1,094,790 | +12.7% | Added |
| GOOGL ALPHABET INC-CL A | $867.6M | 7.9% | 8,363,974 | +4,636,774 | +124.4% | Added |
| WDAY WORKDAY INC-CLASS A | $520.1M | 4.7% | 2,517,925 | −248,375 | −9.0% | Reduced |
| NOW SERVICENOW INC | $375.9M | 3.4% | 808,897 | — | — | Held |
| SE SEA LTD-ADR | $291.8M | 2.7% | 3,371,611 | −188,116 | −5.3% | Reduced |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | $286.3M | 2.6% | 2,400,213 | +1,686,213 | +236.2% | Added |
| SNOW SNOWFLAKE INC | $286.0M | 2.6% | 1,853,848 | −701,112 | −27.4% | Reduced |
| MA MASTERCARD INC - A | $263.1M | 2.4% | 724,000 | — | — | Held |
| INTU INTUIT INC | $199.9M | 1.8% | 448,400 | +447,032 | +32677.8% | Added |
| DDOG DATADOG INC - CLASS A | $192.0M | 1.7% | 2,642,279 | +1,676,279 | +173.5% | Added |
| GTM ZOOMINFO TECHNOLOGIES INC | $185.1M | 1.7% | 7,489,728 | +1,251,128 | +20.1% | Added |
| APO APOLLO GLOBAL MANAGEMENT INC | $165.2M | 1.5% | 2,614,956 | +1,986,984 | +316.4% | Added |
| BZ KANZHUN LTD - ADR | $162.2M | 1.5% | 8,522,776 | −5,332,669 | −38.5% | Reduced |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $147.8M | 1.3% | 1,588,555 | +1,588,555 | — | New |
| AAPL APPLE INC | $140.3M | 1.3% | 851,000 | +851,000 | — | New |
| 8QR CONFLUENT INC-CLASS A | $138.5M | 1.3% | 5,753,326 | +2,632,791 | +84.4% | Added |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $123.5M | 1.1% | 900,000 | — | — | Held |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | $120.8M | 1.1% | 25,382,811 | +41,353 | +0.2% | Added |
| XYZ BLOCK INC | $113.0M | 1.0% | 1,646,195 | −234,482 | −12.5% | Reduced |
| DLO DLOCAL LTD | $100.0M | 0.9% | 6,168,039 | −975,383 | −13.7% | Reduced |
| HUBS HUBSPOT INC | $96.0M | 0.9% | 223,820 | −112,280 | −33.4% | Reduced |
| XP XP INC - CLASS A | $86.6M | 0.8% | 7,295,436 | +7,295,436 | — | New |
| TEAM ATLASSIAN CORP-CL A | $68.6M | 0.6% | 400,545 | — | — | Held |
| GRAB GRAB HOLDINGS LTD - CL A | $55.5M | 0.5% | 18,430,000 | — | — | Held |
| LRCXEUR LAM RESEARCH CORP | $53.1M | 0.5% | 100,228 | +100,228 | — | New |
| AMAT APPLIED MATERIALS INC | $51.5M | 0.5% | 419,500 | +419,500 | — | New |
| PANW PALO ALTO NETWORKS INC | $51.5M | 0.5% | 257,700 | +257,700 | — | New |
| MDB MONGODB INC | $50.5M | 0.5% | 216,500 | −11,400 | −5.0% | Reduced |
| PAGAYA TECHNOLOGIES LTD | $44.5M | 0.4% | 43,631,359 | −19,369,965 | −30.7% | Reduced |
| OZON OZON HOLDINGS PLC - ADR | $40.8M | 0.4% | 3,516,790 | −2,481,469 | −41.4% | Reduced |
| OKLO OKLO INC | $40.6M | 0.4% | 4,000,000 | — | — | Held |
| V VISA INC-CLASS A SHARES | $36.7M | 0.3% | 163,000 | — | — | Held |
| FRSH FRESHWORKS INC-CL A | $36.7M | 0.3% | 2,391,974 | −666,103 | −21.8% | Reduced |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $35.2M | 0.3% | 166,900 | +166,900 | — | New |
| RERE ATRENEW INC | $35.0M | 0.3% | 11,481,218 | — | — | Held |
| TOST TOAST INC-CLASS A | $33.2M | 0.3% | 1,868,579 | −553,520 | −22.9% | Reduced |
| KKR KKR & CO INC | $26.8M | 0.2% | 511,000 | +511,000 | — | New |
| WEAV WEAVE COMMUNICATIONS INC | $24.5M | 0.2% | 4,937,094 | −313,813 | −6.0% | Reduced |
| MBLY MOBILEYE GLOBAL INC-A | $19.5M | 0.2% | 450,000 | — | — | Held |
| UBER UBER TECHNOLOGIES INC | $19.0M | 0.2% | 600,000 | — | — | Held |
| LW LAMB WESTON HOLDINGS INC | $18.8M | 0.2% | 179,784 | — | — | Held |
| NVDA NVIDIA CORP | $12.2M | 0.1% | 43,875 | +43,875 | — | New |
| COIN COINBASE GLOBAL INC -CLASS A | $9.6M | 0.1% | 142,148 | −1,778 | −1.2% | Reduced |
| STNE STONECO LTD-A | $6.5M | 0.1% | 682,000 | −3,801 | −0.6% | Reduced |
| HCP2EUR HASHICORP INC-CL A | $5.1M | 0.0% | 175,686 | +166,498 | +1812.1% | Added |
| SHOP SHOPIFY INC - CLASS A | $4.6M | 0.0% | 95,500 | — | — | Held |
| PTON PELOTON INTERACTIVE INC-A | $2.3M | 0.0% | 200,000 | −2,254,895 | −91.9% | Reduced |
| 6X1 ON24 INC | $734K | 0.0% | 83,803 | — | — | Held |
| S SENTINELONE INC -CLASS A | $599K | 0.0% | 36,634 | −3,947,305 | −99.1% | Reduced |
| KATAPULT HOLDINGS INC | $506K | 0.0% | 1,135,000 | −1,365,000 | −54.6% | Reduced |
| DDL DINGDONG CAYMAN LTD -SPN ADR | $458K | 0.0% | 118,539 | — | — | Held |
| SPOT SPOTIFY TECHNOLOGY SA | $342K | 0.0% | 2,561 | −512,300 | −99.5% | Reduced |
| JOBY/WS JOBY AVIATION INC -CW25 | $66K | 0.0% | 101,000 | −4,000 | −3.8% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| MTCH MATCH GROUP INC | 1,461,000 | $60.6M |
| APP APPLOVIN CORP-CLASS A | 4,264,272 | $44.9M |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | 1,488,500 | $15.5M |
| LEAD EDGE GROWTH OPRTUNTS LT | 1,000,000 | $10.2M |
| WRBY WARBY PARKER INC-CLASS A | 115,869 | $1.6M |
| JOBY JOBY AVIATION INC | 370,000 | $1.2M |
| PDD PDD HOLDINGS INC | 4,000 | $326K |
| RBLX ROBLOX CORP -CLASS A | 7,345 | $209K |
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.