Holdings
| JD JD.COM INC-ADR | $4.12B | 7.7% | 51,594,753 | −55,613 | −0.1% | Reduced |
| MSFT MICROSOFT CORP | $3.56B | 6.6% | 13,131,734 | −591,000 | −4.3% | Reduced |
| SE SEA LTD-ADR | $2.79B | 5.2% | 10,148,500 | +643,000 | +6.8% | Added |
| RBLX ROBLOX CORP -CLASS A | $2.46B | 4.6% | 27,392,297 | −13,036,566 | −32.2% | Reduced |
| DOCU DOCUSIGN INC | $2.04B | 3.8% | 7,280,000 | +2,129,000 | +41.3% | Added |
| AMZN AMAZON.COM INC | $1.95B | 3.6% | 567,870 | −45,225 | −7.4% | Reduced |
| DASH DOORDASH INC - A | $1.95B | 3.6% | 10,913,734 | +5,107,166 | +88.0% | Added |
| APOEUR APOLLO ASSET MANAGEMENT INC | $1.93B | 3.6% | 31,052,476 | −3,861,024 | −11.1% | Reduced |
| CVNA CARVANA CO | $1.92B | 3.6% | 6,355,107 | +342,200 | +5.7% | Added |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $1.89B | 3.5% | 7,537,000 | — | — | Held |
| PDD PDD HOLDINGS INC | $1.79B | 3.3% | 14,053,066 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $1.76B | 3.3% | 5,053,137 | −507,000 | −9.1% | Reduced |
| ZM ZOOM COMMUNICATIONS INC | $1.66B | 3.1% | 4,283,073 | +1,832,869 | +74.8% | Added |
| SHOP SHOPIFY INC - CLASS A | $1.27B | 2.4% | 872,300 | +354,750 | +68.5% | Added |
| NOW SERVICENOW INC | $1.21B | 2.3% | 2,206,240 | +50,240 | +2.3% | Added |
| RNG RINGCENTRAL INC-CLASS A | $1.14B | 2.1% | 3,940,000 | +613,630 | +18.4% | Added |
| TDG TRANSDIGM GROUP INC | $1.14B | 2.1% | 1,757,245 | — | — | Held |
| PTON PELOTON INTERACTIVE INC-A | $1.09B | 2.0% | 8,826,164 | +968,392 | +12.3% | Added |
| UBER UBER TECHNOLOGIES INC | $1.04B | 1.9% | 20,747,855 | −73,857 | −0.4% | Reduced |
| SNOW SNOWFLAKE INC | $1.01B | 1.9% | 4,189,254 | +1,957,602 | +87.7% | Added |
| WDAY WORKDAY INC-CLASS A | $985.4M | 1.8% | 4,127,450 | — | — | Held |
| BABA ALIBABA GROUP HOLDING-SP ADR | $956.9M | 1.8% | 4,219,678 | −258,384 | −5.8% | Reduced |
| PCOR PROCORE TECHNOLOGIES INC | $904.4M | 1.7% | 9,525,439 | +9,525,439 | — | New |
| SPOT SPOTIFY TECHNOLOGY SA | $870.4M | 1.6% | 3,158,195 | −24,991 | −0.8% | Reduced |
| PATH UIPATH INC - CLASS A | $708.1M | 1.3% | 10,423,632 | +10,423,632 | — | New |
| COIN COINBASE GLOBAL INC -CLASS A | $665.0M | 1.2% | 2,625,294 | +2,625,294 | — | New |
| ATLASSIAN CORP PLC | $633.3M | 1.2% | 2,465,400 | — | — | Held |
| FUTU FUTU HOLDINGS LTD-ADR | $621.1M | 1.2% | 3,468,000 | +128,000 | +3.8% | Added |
| DV DOUBLEVERIFY HOLDINGS INC | $586.1M | 1.1% | 13,842,494 | +13,842,494 | — | New |
| ESTC ELASTIC NV | $585.9M | 1.1% | 4,019,843 | — | — | Held |
| NFLX NETFLIX INC | $573.9M | 1.1% | 1,086,490 | +30,200 | +2.9% | Added |
| DDOG DATADOG INC - CLASS A | $519.6M | 1.0% | 4,992,437 | +235,437 | +4.9% | Added |
| ADBE ADOBE INC | $431.9M | 0.8% | 737,500 | — | — | Held |
| RUN SUNRUN INC | $394.5M | 0.7% | 7,073,257 | — | — | Held |
| COUPEUR COUPA SOFTWARE INC | $392.9M | 0.7% | 1,499,000 | +65,000 | +4.5% | Added |
| YATSEN HLDG LTD | $264.4M | 0.5% | 28,213,701 | +22,499,701 | +393.8% | Added |
| MA MASTERCARD INC - A | $264.3M | 0.5% | 724,000 | — | — | Held |
| PYPL PAYPAL HOLDINGS INC | $261.2M | 0.5% | 896,001 | — | — | Held |
| 1LIFE HEALTHCARE INC | $251.9M | 0.5% | 7,620,000 | — | — | Held |
| EGHT 8X8 INC | $249.8M | 0.5% | 9,000,000 | — | — | Held |
| IS5EUR IRONSOURCE LTD-A | $215.3M | 0.4% | 20,500,000 | +20,500,000 | — | New |
| XYZ BLOCK INC | $212.6M | 0.4% | 872,000 | +102,000 | +13.2% | Added |
| BRIGHT HEALTH GROUP INC | $203.3M | 0.4% | 11,847,808 | +11,847,808 | — | New |
| GDS GDS HOLDINGS LTD - ADR | $201.9M | 0.4% | 2,572,811 | −1,102,633 | −30.0% | Reduced |
| ASAN ASANA INC - CL A | $178.7M | 0.3% | 2,881,202 | — | — | Held |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | $165.8M | 0.3% | 647,662 | — | — | Held |
| CPNG COUPANG INC | $149.4M | 0.3% | 3,571,428 | — | — | Held |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | $138.3M | 0.3% | 3,615,750 | +1,965,750 | +119.1% | Added |
| DLO DLOCAL LTD | $136.7M | 0.3% | 2,602,000 | +2,602,000 | — | New |
| OSCR OSCAR HEALTH INC - CLASS A | $132.9M | 0.2% | 6,179,409 | +619,419 | +11.1% | Added |
| PLTK PLAYTIKA HOLDING CORP | $131.1M | 0.2% | 5,500,000 | — | — | Held |
| BEKE KE HOLDINGS INC-ADR | $119.2M | 0.2% | 2,500,000 | — | — | Held |
| SUMO2EUR SUMO LOGIC INC | $114.3M | 0.2% | 5,533,367 | +85,680 | +1.6% | Added |
| INTU INTUIT INC | $106.8M | 0.2% | 217,920 | −3,317 | −1.5% | Reduced |
| ZEN1EUR ZENDESK INC | $103.1M | 0.2% | 714,000 | — | — | Held |
| ABNB AIRBNB INC-CLASS A | $99.5M | 0.2% | 650,000 | — | — | Held |
| CRM SALESFORCE INC | $94.7M | 0.2% | 387,700 | −1,901,000 | −83.1% | Reduced |
| DOCN DIGITALOCEAN HOLDINGS INC | $94.5M | 0.2% | 1,700,000 | — | — | Held |
| JA4 JAMF HOLDING CORP | $93.3M | 0.2% | 2,778,778 | — | — | Held |
| CMRC COMMERCE.COM INC | $87.6M | 0.2% | 1,350,000 | — | — | Held |
| GDRX GOODRX HOLDINGS INC-CLASS A | $84.4M | 0.2% | 2,345,000 | +200,000 | +9.3% | Added |
| NEW ORIENTAL ED & TECHNOLOGY | $75.5M | 0.1% | 9,217,500 | −9,217,500 | −50.0% | Reduced |
| API AGORA INC-ADR | $72.4M | 0.1% | 1,726,123 | — | — | Held |
| TUYA TUYA INC | $69.8M | 0.1% | 2,850,000 | — | — | Held |
| APP APPLOVIN CORP-CLASS A | $69.8M | 0.1% | 928,000 | +928,000 | — | New |
| PLANUSD ANAPLAN INC | $68.3M | 0.1% | 1,280,868 | — | — | Held |
| S SENTINELONE INC -CLASS A | $64.3M | 0.1% | 1,511,801 | +1,511,801 | — | New |
| AI C3.AI INC-A | $62.5M | 0.1% | 1,000,000 | — | — | Held |
| JTKWY JUST EAT TAKEAWAY-SPONS ADR | $58.4M | 0.1% | 3,197,957 | +3,197,957 | — | New |
| BMBL BUMBLE INC-A | $57.6M | 0.1% | 1,000,000 | — | — | Held |
| TAL TAL EDUCATION GROUP- ADR | $57.6M | 0.1% | 2,282,649 | −3,480,224 | −60.4% | Reduced |
| 6X1 ON24 INC | $56.8M | 0.1% | 1,600,000 | — | — | Held |
| KATAPULT HOLDINGS INC | $54.0M | 0.1% | 5,000,000 | +5,000,000 | — | New |
| STNE STONECO LTD-A | $51.9M | 0.1% | 773,281 | +8,685 | +1.1% | Added |
| FROG JFROG LTD | $45.5M | 0.1% | 1,000,000 | — | — | Held |
| MNDY MONDAY.COM LTD | $44.7M | 0.1% | 200,000 | +200,000 | — | New |
| OZON OZON HOLDINGS PLC - ADR | $44.0M | 0.1% | 750,000 | — | — | Held |
| DOCS DOXIMITY INC-CLASS A | $43.6M | 0.1% | 750,000 | +750,000 | — | New |
| 8DT SQUARESPACE INC - CLASS A | $43.4M | 0.1% | 730,777 | +730,777 | — | New |
| DESP1EUR DESPEGAR.COM CORP | $42.3M | 0.1% | 3,201,170 | −4,522,015 | −58.6% | Reduced |
| DATTO HLDG CORP | $41.8M | 0.1% | 1,500,000 | — | — | Held |
| BZ KANZHUN LTD - ADR | $41.6M | 0.1% | 1,050,000 | +1,050,000 | — | New |
| RERE ATRENEW INC | $41.1M | 0.1% | 2,750,000 | +2,750,000 | — | New |
| DDL DINGDONG CAYMAN LTD -SPN ADR | $40.2M | 0.1% | 1,050,000 | +1,050,000 | — | New |
| V VISA INC-CLASS A SHARES | $38.1M | 0.1% | 163,000 | — | — | Held |
| ROOTGBP ROOT INC/OH -CLASS A | $33.6M | 0.1% | 3,106,976 | — | — | Held |
| MDB MONGODB INC | $29.6M | 0.1% | 82,000 | — | — | Held |
| TWLO TWILIO INC - A | $29.4M | 0.1% | 74,701 | — | — | Held |
| DT DYNATRACE INC | $29.2M | 0.1% | 500,000 | — | — | Held |
| XPEV XPENG INC - ADR | $28.9M | 0.1% | 650,000 | — | — | Held |
| DIDIY DIDI GLOBAL INC | $28.3M | 0.1% | 2,000,000 | +2,000,000 | — | New |
| CHINDATA GROUP HLDGS LTD | $27.9M | 0.1% | 1,850,000 | — | — | Held |
| LOGISTICS INNOVTN TECHNLGS C | $27.9M | 0.1% | 2,800,000 | +2,800,000 | — | New |
| SMARGBP SMARTSHEET INC-CLASS A | $26.0M | 0.0% | 360,000 | — | — | Held |
| SOARING EAGLE ACQUISITION CO | $25.7M | 0.0% | 2,425,000 | — | — | Held |
| OLOGBX OLO INC - CLASS A | $25.5M | 0.0% | 681,000 | — | — | Held |
| TCVAEUR TCV ACQUISITION CORP-A | $24.8M | 0.0% | 2,500,000 | +2,500,000 | — | New |
| REVOLUTION HEALTHCAR AQ CORP | $22.6M | 0.0% | 2,250,000 | — | — | Held |
| ALTIMETER GROWTH CORP | $22.1M | 0.0% | 1,800,000 | — | — | Held |
| RTP/U REINVENT TECHNOLOGY PARTNERS | $20.9M | 0.0% | 2,000,000 | — | — | Held |
| AJAX I | $20.9M | 0.0% | 2,000,000 | — | — | Held |
| ALTIMETER GROWTH CORP 2 | $20.5M | 0.0% | 1,996,000 | — | — | Held |
| SVF INVESTMENT CORP | $20.4M | 0.0% | 2,000,000 | — | — | Held |
| 8QR CONFLUENT INC-CLASS A | $19.0M | 0.0% | 400,000 | +400,000 | — | New |
| NET CLOUDFLARE INC - CLASS A | $18.5M | 0.0% | 175,000 | — | — | Held |
| LIBERTY MEDIA ACQUISITION CO | $18.0M | 0.0% | 1,700,000 | — | — | Held |
| 17 ED & TECHNOLOGY GROUP INC | $17.1M | 0.0% | 4,681,244 | +4,201,244 | +875.3% | Added |
| NCNO* NCINO OPCO INC | $16.5M | 0.0% | 275,000 | — | — | Held |
| AVLRUSD AVALARA INC | $16.2M | 0.0% | 100,000 | — | — | Held |
| DUCK CREEK TECHNOLOGIES INC | $15.2M | 0.0% | 350,000 | — | — | Held |
| MOMENTIVE GLOBAL INC | $14.7M | 0.0% | 698,871 | +698,871 | — | New |
| AFRM AFFIRM HOLDINGS INC | $13.5M | 0.0% | 200,000 | — | — | Held |
| LI LI AUTO INC - ADR | $12.2M | 0.0% | 350,000 | — | — | Held |
| 0C3 ENDEAVOR GROUP HOLD-CLASS A | $11.1M | 0.0% | 400,000 | +400,000 | — | New |
| SVF INVESTMENT CORP 3 | $10.9M | 0.0% | 1,100,000 | — | — | Held |
| KNOWBE4 INC | $10.2M | 0.0% | 325,000 | +325,000 | — | New |
| LEAD EDGE GROWTH OPRTUNTS LT | $10.0M | 0.0% | 1,000,000 | — | — | Held |
| LDH GROWTH CORP I | $9.6M | 0.0% | 960,000 | — | — | Held |
| XP XP INC - CLASS A | $8.7M | 0.0% | 200,000 | — | — | Held |
| PROVIDENT ACQUISITION CORP | $8.0M | 0.0% | 800,000 | — | — | Held |
| GTM ZOOMINFO TECHNOLOGIES INC | $7.8M | 0.0% | 150,000 | — | — | Held |
| SVF INVESTMENT CORP 2 | $7.7M | 0.0% | 775,000 | — | — | Held |
| VERX VERTEX INC - CLASS A | $7.1M | 0.0% | 325,000 | — | — | Held |
| SPLKCHF SPLUNK INC | $6.5M | 0.0% | 45,228 | +45,228 | — | New |
| HUYA HUYA INC-ADR | $6.4M | 0.0% | 362,000 | — | — | Held |
| PD PAGERDUTY INC | $6.4M | 0.0% | 150,000 | — | — | Held |
| DBX DROPBOX INC-CLASS A | $6.1M | 0.0% | 200,000 | — | — | Held |
| ALKT ALKAMI TECHNOLOGY INC | $5.4M | 0.0% | 150,000 | +150,000 | — | New |
| AMERICAN WELL CORP | $5.0M | 0.0% | 400,000 | — | — | Held |
| SWIUSD SOLARWINDS CORP | $3.4M | 0.0% | 200,000 | — | — | Held |
| HCAT HEALTH CATALYST INC | $2.8M | 0.0% | 50,000 | — | — | Held |
| OMGBP OUTSET MEDICAL INC | $2.7M | 0.0% | 55,000 | — | — | Held |
| DOUYU INTL HLDGS LTD | $2.7M | 0.0% | 400,000 | — | — | Held |
| MDLA MEDALLIA INC | $1.7M | 0.0% | 50,000 | — | — | Held |
| OSH3USD OAK STREET HEALTH INC | $1.5M | 0.0% | 25,000 | — | — | Held |
| D0A DADA NEXUS LTD-ADR | $1.5M | 0.0% | 50,000 | — | — | Held |
| R6G REDFIN CORP | $1.1M | 0.0% | 16,981 | −23,106 | −57.6% | Reduced |
| FPI FARMLAND PARTNERS INC | $536K | 0.0% | 44,502 | — | — | Held |
| ONESMART INTL ED GROUP LTD | $394K | 0.0% | 320,000 | — | — | Held |
| KC KINGSOFT CLOUD HOLDINGS-ADR | $339K | 0.0% | 10,000 | — | — | Held |
| 628 SEMRUSH HOLDINGS INC-A | $230K | 0.0% | 10,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DNK PHOENIX TREE HOLDINGS LTD | 36,436,075 | $86.2M |
| ASO ACADEMY SPORTS & OUTDOORS IN | 1,750,000 | $47.2M |
| TBA THOMA BRAVO ADVANTAGE-CL A | 4,000,000 | $41.8M |
| LINX SA | 3,350,000 | $22.2M |
| SVMKUSD SVMK INC | 698,871 | $12.8M |
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.