Holdings
| JD JD.COM INC-ADR | $1.50B | 13.8% | 29,860,327 | −665,334 | −2.2% | Reduced |
| MSFT MICROSOFT CORP | $1.40B | 12.8% | 6,004,108 | +845,930 | +16.4% | Added |
| NOW SERVICENOW INC | $639.7M | 5.9% | 1,694,117 | +577,933 | +51.8% | Added |
| META META PLATFORMS INC-CLASS A | $609.0M | 5.6% | 4,488,648 | −4,459 | −0.1% | Reduced |
| SE SEA LTD-ADR | $535.5M | 4.9% | 9,553,864 | +1,356,481 | +16.5% | Added |
| GOOGL ALPHABET INC-CL A | $523.6M | 4.8% | 5,473,688 | +5,363,216 | +4854.8% | Added |
| DDOG DATADOG INC - CLASS A | $512.7M | 4.7% | 5,775,031 | +3,960,748 | +218.3% | Added |
| WDAY WORKDAY INC-CLASS A | $482.9M | 4.4% | 3,172,411 | +1,820,074 | +134.6% | Added |
| SNOW SNOWFLAKE INC | $442.0M | 4.1% | 2,600,615 | +471,324 | +22.1% | Added |
| LI LI AUTO INC - ADR | $396.0M | 3.6% | 17,211,345 | +4,419,945 | +34.6% | Added |
| ATLASSIAN CORP PLC | $362.7M | 3.3% | 1,722,503 | +200,703 | +13.2% | Added |
| AMZN AMAZON.COM INC | $302.3M | 2.8% | 2,675,450 | +61,650 | +2.4% | Added |
| BZ KANZHUN LTD - ADR | $300.8M | 2.8% | 17,820,415 | +6,164,992 | +52.9% | Added |
| UBER UBER TECHNOLOGIES INC | $263.0M | 2.4% | 9,923,073 | +9,303,523 | +1501.7% | Added |
| XYZ BLOCK INC | $208.9M | 1.9% | 3,799,271 | +2,849,243 | +299.9% | Added |
| MA MASTERCARD INC - A | $205.9M | 1.9% | 724,000 | — | — | Held |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | $203.8M | 1.9% | 46,319,839 | −156,693,367 | −77.2% | Reduced |
| DASH DOORDASH INC - A | $180.8M | 1.7% | 3,656,847 | +598,123 | +19.6% | Added |
| TOST TOAST INC-CLASS A | $165.5M | 1.5% | 9,899,895 | −4,793,519 | −32.6% | Reduced |
| HUBS HUBSPOT INC | $160.5M | 1.5% | 594,290 | +594,290 | — | New |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $148.3M | 1.4% | 900,000 | −5,651,404 | −86.3% | Reduced |
| PAGAYA TECHNOLOGIES LTD | $134.6M | 1.2% | 74,384,378 | +74,384,378 | — | New |
| S SENTINELONE INC -CLASS A | $106.1M | 1.0% | 4,151,941 | −5,858,669 | −58.5% | Reduced |
| RNG RINGCENTRAL INC-CLASS A | $99.4M | 0.9% | 2,487,060 | −704,755 | −22.1% | Reduced |
| APP APPLOVIN CORP-CLASS A | $96.9M | 0.9% | 4,972,813 | +4,972,813 | — | New |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | $90.2M | 0.8% | 1,315,005 | +1,315,005 | — | New |
| DLO DLOCAL LTD | $88.1M | 0.8% | 4,292,759 | +2,443,100 | +132.1% | Added |
| OZON OZON HOLDINGS PLC - ADR | $80.7M | 0.7% | 6,958,988 | — | — | Held |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | $75.8M | 0.7% | 7,449,000 | — | — | Held |
| FRSH FRESHWORKS INC-CL A | $67.4M | 0.6% | 5,199,337 | +2,238,193 | +75.6% | Added |
| ZEN1EUR ZENDESK INC | $54.3M | 0.5% | 714,000 | — | — | Held |
| SHOP SHOPIFY INC - CLASS A | $44.8M | 0.4% | 1,662,240 | — | — | Held |
| OLOGBX OLO INC - CLASS A | $40.3M | 0.4% | 5,104,581 | +606,419 | +13.5% | Added |
| OKLO OKLO INC | $39.0M | 0.4% | 4,000,000 | — | — | Held |
| WEAV WEAVE COMMUNICATIONS INC | $35.5M | 0.3% | 7,032,570 | — | — | Held |
| RERE ATRENEW INC | $33.1M | 0.3% | 14,371,218 | — | — | Held |
| V VISA INC-CLASS A SHARES | $29.0M | 0.3% | 163,000 | — | — | Held |
| STARRY GROUP HOLDINGS INC | $28.7M | 0.3% | 19,266,828 | −85,497 | −0.4% | Reduced |
| DV DOUBLEVERIFY HOLDINGS INC | $26.2M | 0.2% | 957,509 | −1,837,398 | −65.7% | Reduced |
| FUTU FUTU HOLDINGS LTD-ADR | $24.9M | 0.2% | 669,000 | −847,000 | −55.9% | Reduced |
| VTEX VTEX -CLASS A | $23.5M | 0.2% | 6,362,217 | — | — | Held |
| APO APOLLO GLOBAL MANAGEMENT INC | $21.1M | 0.2% | 452,869 | — | — | Held |
| LW LAMB WESTON HOLDINGS INC | $13.9M | 0.1% | 179,784 | — | — | Held |
| BLND BLEND LABS INC-A | $13.7M | 0.1% | 6,211,142 | −7,811,044 | −55.7% | Reduced |
| ALTIMETER GROWTH CORP 2 | $13.5M | 0.1% | 1,357,450 | — | — | Held |
| LEAD EDGE GROWTH OPRTUNTS LT | $9.9M | 0.1% | 1,000,000 | — | — | Held |
| COIN COINBASE GLOBAL INC -CLASS A | $9.8M | 0.1% | 151,536 | — | — | Held |
| EGHT 8X8 INC | $7.5M | 0.1% | 2,166,968 | −1,833,032 | −45.8% | Reduced |
| STNE STONECO LTD-A | $6.5M | 0.1% | 685,801 | — | — | Held |
| PTON PELOTON INTERACTIVE INC-A | $6.4M | 0.1% | 920,717 | +155,132 | +20.3% | Added |
| R6G REDFIN CORP | $5.8M | 0.1% | 991,000 | — | — | Held |
| PYPL PAYPAL HOLDINGS INC | $4.7M | 0.0% | 54,300 | +54,300 | — | New |
| EMBARK TECHNOLOGY INC | $3.7M | 0.0% | 495,851 | +495,851 | — | New |
| WRBY WARBY PARKER INC-CLASS A | $3.6M | 0.0% | 267,069 | +1,766 | +0.7% | Added |
| RBLX ROBLOX CORP -CLASS A | $3.1M | 0.0% | 87,095 | — | — | Held |
| KATAPULT HOLDINGS INC | $2.6M | 0.0% | 2,740,000 | −2,260,000 | −45.2% | Reduced |
| JOBY JOBY AVIATION INC | $1.6M | 0.0% | 370,000 | — | — | Held |
| 6X1 ON24 INC | $737K | 0.0% | 83,803 | — | — | Held |
| SPOT SPOTIFY TECHNOLOGY SA | $536K | 0.0% | 6,211 | — | — | Held |
| INTU INTUIT INC | $530K | 0.0% | 1,368 | — | — | Held |
| DDL DINGDONG CAYMAN LTD -SPN ADR | $422K | 0.0% | 118,539 | — | — | Held |
| HCP2EUR HASHICORP INC-CL A | $296K | 0.0% | 9,188 | — | — | Held |
| PDD PDD HOLDINGS INC | $250K | 0.0% | 4,000 | — | — | Held |
| JOBY/WS JOBY AVIATION INC -CW25 | $88K | 0.0% | 105,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PCOR PROCORE TECHNOLOGIES INC | 3,116,003 | $141.4M |
| XPEV XPENG INC - ADR | 4,356,121 | $138.3M |
| 1LIFE HEALTHCARE INC | 16,986,234 | $133.2M |
| MNDY MONDAY.COM LTD | 778,126 | $80.3M |
| IOT SAMSARA INC-CL A | 4,649,140 | $51.9M |
| GTLB GITLAB INC-CL A | 778,000 | $41.3M |
| TCVAEUR TCV ACQUISITION CORP-A | 2,500,000 | $24.4M |
| LIBERTY MEDIA ACQUISITION CO | 1,700,000 | $16.9M |
| MELI KASZEK PIONEER CORP | 1,500,000 | $14.8M |
| YMM FULL TRUCK ALLIANCE -SPN ADR | 1,532,470 | $13.9M |
| MTTR* MATTERPORT INC | 3,600,000 | $13.2M |
| Z ZILLOW GROUP INC - C | 226,000 | $7.2M |
| EMBARK TECHNOLOGY INC | 9,917,027 | $5.0M |
| DAVE INC | 6,322,616 | $4.4M |
| CVNA CARVANA CO | 112,370 | $2.5M |
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.