Holdings
| JD JD.COM INC-ADR | $3.76B | 8.2% | 53,729,171 | +2,590,046 | +5.1% | Added |
| MSFT MICROSOFT CORP | $2.85B | 6.2% | 8,482,234 | −4,649,500 | −35.4% | Reduced |
| SE SEA LTD-ADR | $2.55B | 5.5% | 11,390,139 | +976,239 | +9.4% | Added |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | $2.49B | 5.4% | 265,981,658 | +265,981,658 | — | New |
| SNOW SNOWFLAKE INC | $2.04B | 4.4% | 6,020,669 | +848,915 | +16.4% | Added |
| DASH DOORDASH INC - A | $1.73B | 3.8% | 11,643,634 | +597,400 | +5.4% | Added |
| META META PLATFORMS INC-CLASS A | $1.70B | 3.7% | 5,053,137 | — | — | Held |
| CVNA CARVANA CO | $1.68B | 3.7% | 7,262,905 | +1,114,928 | +18.1% | Added |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $1.54B | 3.4% | 7,537,000 | — | — | Held |
| NOW SERVICENOW INC | $1.43B | 3.1% | 2,206,240 | — | — | Held |
| AMZN AMAZON.COM INC | $1.18B | 2.6% | 353,292 | −214,578 | −37.8% | Reduced |
| WDAY WORKDAY INC-CLASS A | $1.15B | 2.5% | 4,218,750 | — | — | Held |
| ZM ZOOM COMMUNICATIONS INC | $1.13B | 2.5% | 6,130,493 | +1,365,810 | +28.7% | Added |
| SHOP SHOPIFY INC - CLASS A | $1.11B | 2.4% | 806,850 | −75,000 | −8.5% | Reduced |
| DOCU DOCUSIGN INC | $1.06B | 2.3% | 6,927,480 | −380,720 | −5.2% | Reduced |
| DDOG DATADOG INC - CLASS A | $944.5M | 2.1% | 5,302,737 | +62,300 | +1.2% | Added |
| ATLASSIAN CORP PLC | $940.0M | 2.0% | 2,465,400 | — | — | Held |
| RNG RINGCENTRAL INC-CLASS A | $927.6M | 2.0% | 4,951,000 | +998,000 | +25.2% | Added |
| PDD PDD HOLDINGS INC | $920.2M | 2.0% | 15,784,450 | +1,731,384 | +12.3% | Added |
| UBER UBER TECHNOLOGIES INC | $756.0M | 1.6% | 18,030,075 | −2,713,423 | −13.1% | Reduced |
| COIN COINBASE GLOBAL INC -CLASS A | $724.2M | 1.6% | 2,869,434 | +192,790 | +7.2% | Added |
| NFLX NETFLIX INC | $654.5M | 1.4% | 1,086,490 | — | — | Held |
| PCOR PROCORE TECHNOLOGIES INC | $630.9M | 1.4% | 7,889,130 | −1,636,309 | −17.2% | Reduced |
| SPOT SPOTIFY TECHNOLOGY SA | $603.7M | 1.3% | 2,579,571 | −72,024 | −2.7% | Reduced |
| BABA ALIBABA GROUP HOLDING-SP ADR | $501.3M | 1.1% | 4,220,095 | +417 | +0.0% | Added |
| ESTC ELASTIC NV | $494.8M | 1.1% | 4,019,843 | — | — | Held |
| RBLX ROBLOX CORP -CLASS A | $472.5M | 1.0% | 4,580,491 | −12,850,331 | −73.7% | Reduced |
| APOEUR APOLLO ASSET MANAGEMENT INC | $461.3M | 1.0% | 6,369,585 | −15,993,288 | −71.5% | Reduced |
| ADBE ADOBE INC | $418.2M | 0.9% | 737,500 | — | — | Held |
| PTON PELOTON INTERACTIVE INC-A | $365.3M | 0.8% | 10,214,682 | +3,017,749 | +41.9% | Added |
| PATH UIPATH INC - CLASS A | $354.2M | 0.8% | 8,211,825 | −2,329,818 | −22.1% | Reduced |
| COUPEUR COUPA SOFTWARE INC | $320.6M | 0.7% | 2,028,410 | +529,410 | +35.3% | Added |
| XPEV XPENG INC - ADR | $313.5M | 0.7% | 6,229,000 | +5,579,000 | +858.3% | Added |
| 8QR CONFLUENT INC-CLASS A | $297.6M | 0.6% | 3,903,967 | +3,503,967 | +876.0% | Added |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | $289.4M | 0.6% | 8,175,580 | +4,214,838 | +106.4% | Added |
| DV DOUBLEVERIFY HOLDINGS INC | $285.9M | 0.6% | 8,591,534 | −5,250,960 | −37.9% | Reduced |
| MA MASTERCARD INC - A | $260.1M | 0.6% | 724,000 | — | — | Held |
| HOOD ROBINHOOD MARKETS INC - A | $242.7M | 0.5% | 13,664,001 | — | — | Held |
| RUN SUNRUN INC | $242.6M | 0.5% | 7,073,257 | — | — | Held |
| 1LIFE HEALTHCARE INC | $242.3M | 0.5% | 13,793,100 | +3,060,217 | +28.5% | Added |
| LI LI AUTO INC - ADR | $237.6M | 0.5% | 7,402,989 | +7,052,989 | +2015.1% | Added |
| XYZ BLOCK INC | $223.5M | 0.5% | 1,384,000 | +469,500 | +51.3% | Added |
| EMBARK TECHNOLOGY INC | $202.2M | 0.4% | 23,293,320 | +23,293,320 | — | New |
| OZON OZON HOLDINGS PLC - ADR | $189.8M | 0.4% | 6,410,988 | +3,657,127 | +132.8% | Added |
| FUTU FUTU HOLDINGS LTD-ADR | $181.4M | 0.4% | 4,189,846 | — | — | Held |
| PYPL PAYPAL HOLDINGS INC | $169.0M | 0.4% | 896,001 | — | — | Held |
| IS5EUR IRONSOURCE LTD-A | $158.7M | 0.3% | 20,500,000 | — | — | Held |
| TOST TOAST INC-CLASS A | $156.2M | 0.3% | 4,500,000 | +3,250,000 | +260.0% | Added |
| MTTR* MATTERPORT INC | $154.8M | 0.3% | 7,500,000 | — | — | Held |
| EGHT 8X8 INC | $150.8M | 0.3% | 9,000,000 | — | — | Held |
| BLND BLEND LABS INC-A | $146.1M | 0.3% | 19,900,829 | +1,425,032 | +7.7% | Added |
| ASAN ASANA INC - CL A | $145.7M | 0.3% | 1,955,000 | −926,202 | −32.1% | Reduced |
| DLO DLOCAL LTD | $140.2M | 0.3% | 3,928,942 | +1,326,942 | +51.0% | Added |
| PERIMETER SOLUTIONS SA | $138.9M | 0.3% | 10,000,000 | +10,000,000 | — | New |
| DOCN DIGITALOCEAN HOLDINGS INC | $136.6M | 0.3% | 1,700,000 | — | — | Held |
| WRBY WARBY PARKER INC-CLASS A | $128.9M | 0.3% | 2,768,231 | −12,364,450 | −81.7% | Reduced |
| GDS GDS HOLDINGS LTD - ADR | $121.3M | 0.3% | 2,572,811 | — | — | Held |
| VTEX VTEX -CLASS A | $121.3M | 0.3% | 11,312,217 | — | — | Held |
| WEAV WEAVE COMMUNICATIONS INC | $112.7M | 0.2% | 7,426,846 | +7,426,846 | — | New |
| ABNB AIRBNB INC-CLASS A | $108.2M | 0.2% | 650,000 | — | — | Held |
| JA4 JAMF HOLDING CORP | $105.6M | 0.2% | 2,778,778 | — | — | Held |
| CPNG COUPANG INC | $104.9M | 0.2% | 3,571,428 | — | — | Held |
| RERE ATRENEW INC | $98.8M | 0.2% | 16,634,893 | +14,843,700 | +828.7% | Added |
| CRM SALESFORCE INC | $98.5M | 0.2% | 387,700 | — | — | Held |
| TASK TASKUS INC-A | $96.0M | 0.2% | 1,779,000 | +1,779,000 | — | New |
| YMM FULL TRUCK ALLIANCE -SPN ADR | $96.0M | 0.2% | 11,466,707 | +11,466,707 | — | New |
| PLTK PLAYTIKA HOLDING CORP | $95.1M | 0.2% | 5,500,000 | — | — | Held |
| S SENTINELONE INC -CLASS A | $89.1M | 0.2% | 1,764,801 | +253,000 | +16.7% | Added |
| RIVN RIVIAN AUTOMOTIVE INC-A | $77.9M | 0.2% | 751,000 | +751,000 | — | New |
| GDRX GOODRX HOLDINGS INC-CLASS A | $76.6M | 0.2% | 2,345,000 | — | — | Held |
| ZEN1EUR ZENDESK INC | $74.5M | 0.2% | 714,000 | — | — | Held |
| PLANUSD ANAPLAN INC | $68.6M | 0.1% | 1,495,868 | +215,000 | +16.8% | Added |
| MNDY MONDAY.COM LTD | $61.7M | 0.1% | 200,000 | — | — | Held |
| APP APPLOVIN CORP-CLASS A | $56.6M | 0.1% | 600,000 | — | — | Held |
| CMRC COMMERCE.COM INC | $47.8M | 0.1% | 1,350,000 | — | — | Held |
| OLOGBX OLO INC - CLASS A | $44.8M | 0.1% | 2,151,729 | +1,470,729 | +216.0% | Added |
| MDB MONGODB INC | $43.4M | 0.1% | 82,000 | — | — | Held |
| DATTO HLDG CORP | $39.5M | 0.1% | 1,500,000 | — | — | Held |
| OKLO OKLO INC | $39.4M | 0.1% | 4,000,000 | — | — | Held |
| 6X1 ON24 INC | $39.2M | 0.1% | 2,260,000 | — | — | Held |
| MARQETA INC | $37.9M | 0.1% | 2,207,000 | +2,207,000 | — | New |
| DOCS DOXIMITY INC-CLASS A | $37.6M | 0.1% | 750,000 | — | — | Held |
| BZ KANZHUN LTD - ADR | $36.6M | 0.1% | 1,050,000 | — | — | Held |
| V VISA INC-CLASS A SHARES | $35.3M | 0.1% | 163,000 | — | — | Held |
| GTLB GITLAB INC-CL A | $34.8M | 0.1% | 400,000 | +400,000 | — | New |
| JTKWY JUST EAT TAKEAWAY-SPONS ADR | $34.4M | 0.1% | 3,197,957 | — | — | Held |
| BMBL BUMBLE INC-A | $33.9M | 0.1% | 1,000,000 | — | — | Held |
| INTU INTUIT INC | $33.6M | 0.1% | 52,190 | −31,042 | −37.3% | Reduced |
| AVPT AVEPOINT INC | $31.4M | 0.1% | 5,000,000 | — | — | Held |
| AI C3.AI INC-A | $31.3M | 0.1% | 1,000,000 | — | — | Held |
| DT DYNATRACE INC | $30.2M | 0.1% | 500,000 | — | — | Held |
| FROG JFROG LTD | $29.7M | 0.1% | 1,000,000 | — | — | Held |
| SUMO2EUR SUMO LOGIC INC | $28.8M | 0.1% | 2,127,000 | −3,420,150 | −61.7% | Reduced |
| LOGISTICS INNOVTN TECHNLGS C | $28.0M | 0.1% | 2,800,000 | — | — | Held |
| SMARGBP SMARTSHEET INC-CLASS A | $27.9M | 0.1% | 360,000 | — | — | Held |
| HCP2EUR HASHICORP INC-CL A | $27.7M | 0.1% | 303,937 | +303,937 | — | New |
| BRZE BRAZE INC-A | $27.0M | 0.1% | 350,000 | +350,000 | — | New |
| TCVAEUR TCV ACQUISITION CORP-A | $24.6M | 0.1% | 2,500,000 | — | — | Held |
| NET CLOUDFLARE INC - CLASS A | $23.0M | 0.1% | 175,000 | — | — | Held |
| BLACKSKY TECHNOLOGY INC | $22.4M | 0.0% | 5,000,000 | — | — | Held |
| REVOLUTION HEALTHCAR AQ CORP | $22.3M | 0.0% | 2,250,000 | — | — | Held |
| 8DT SQUARESPACE INC - CLASS A | $21.6M | 0.0% | 730,777 | — | — | Held |
| FRSH FRESHWORKS INC-CL A | $21.2M | 0.0% | 809,071 | +109,071 | +15.6% | Added |
| SVF INVESTMENT CORP | $20.6M | 0.0% | 2,000,000 | — | — | Held |
| GINKGO BIOWORKS HOLDINGS INC | $20.2M | 0.0% | 2,425,000 | — | — | Held |
| AFRM AFFIRM HOLDINGS INC | $20.1M | 0.0% | 200,000 | — | — | Held |
| NXDR NEXTDOOR HOLDINGS INC | $19.7M | 0.0% | 2,500,000 | +2,500,000 | — | New |
| ALTIMETER GROWTH CORP 2 | $19.7M | 0.0% | 1,996,000 | — | — | Held |
| TWLO TWILIO INC - A | $19.7M | 0.0% | 74,701 | — | — | Held |
| NEW ORIENTAL ED & TECHNOLOGY | $19.4M | 0.0% | 9,217,500 | — | — | Held |
| LIBERTY MEDIA ACQUISITION CO | $18.0M | 0.0% | 1,700,000 | — | — | Held |
| MELI KASZEK PIONEER CORP | $17.3M | 0.0% | 1,500,000 | — | — | Held |
| DDL DINGDONG CAYMAN LTD -SPN ADR | $17.0M | 0.0% | 1,050,000 | — | — | Held |
| NSHEUR SPIRE GLOBAL INC | $16.9M | 0.0% | 5,000,000 | — | — | Held |
| KATAPULT HOLDINGS INC | $16.9M | 0.0% | 5,000,000 | — | — | Held |
| OSCR OSCAR HEALTH INC - CLASS A | $16.7M | 0.0% | 2,127,454 | −5,387,113 | −71.7% | Reduced |
| DH DEFINITIVE HEALTHCARE CORP | $16.4M | 0.0% | 600,000 | — | — | Held |
| DUOL DUOLINGO | $15.9M | 0.0% | 150,000 | — | — | Held |
| NCNO* NCINO OPCO INC | $15.1M | 0.0% | 275,000 | — | — | Held |
| AVDX AVIDXCHANGE HOLDINGS INC | $15.1M | 0.0% | 1,000,000 | +1,000,000 | — | New |
| JOBY JOBY AVIATION INC | $14.6M | 0.0% | 2,000,000 | — | — | Held |
| 0C3 ENDEAVOR GROUP HOLD-CLASS A | $14.0M | 0.0% | 400,000 | — | — | Held |
| BEKE KE HOLDINGS INC-ADR | $13.4M | 0.0% | 665,416 | −3,104,886 | −82.4% | Reduced |
| SRAD SPORTRADAR GROUP AG-A | $13.2M | 0.0% | 750,000 | — | — | Held |
| AVLRUSD AVALARA INC | $12.9M | 0.0% | 100,000 | — | — | Held |
| GRAB GRAB HOLDINGS LTD - CL A | $12.8M | 0.0% | 1,800,000 | +1,800,000 | — | New |
| STNE STONECO LTD-A | $12.3M | 0.0% | 730,827 | — | — | Held |
| YATSEN HLDG LTD | $12.3M | 0.0% | 5,714,000 | −16,374,713 | −74.1% | Reduced |
| CHINDATA GROUP HLDGS LTD | $12.2M | 0.0% | 1,850,000 | — | — | Held |
| CAZOO GROUP LTD | $12.1M | 0.0% | 2,000,000 | — | — | Held |
| BRIGHT HEALTH GROUP INC | $11.5M | 0.0% | 3,350,000 | −8,497,808 | −71.7% | Reduced |
| EXFY EXPENSIFY INC - A | $11.0M | 0.0% | 250,000 | +250,000 | — | New |
| SVF INVESTMENT CORP 3 | $11.0M | 0.0% | 1,100,000 | — | — | Held |
| DUCK CREEK TECHNOLOGIES INC | $10.5M | 0.0% | 350,000 | — | — | Held |
| DIDIY DIDI GLOBAL INC | $10.0M | 0.0% | 2,000,000 | — | — | Held |
| LEAD EDGE GROWTH OPRTUNTS LT | $9.9M | 0.0% | 1,000,000 | — | — | Held |
| GTM ZOOMINFO TECHNOLOGIES INC | $9.6M | 0.0% | 150,000 | — | — | Held |
| LDH GROWTH CORP I | $9.5M | 0.0% | 960,000 | — | — | Held |
| WILLIAMS ROWLAND ACQUISITION | $9.4M | 0.0% | 925,000 | — | — | Held |
| KNOWBE4 INC | $9.3M | 0.0% | 403,501 | +78,501 | +24.2% | Added |
| PROVIDENT ACQUISITION CORP | $8.0M | 0.0% | 800,000 | — | — | Held |
| SVF INVESTMENT CORP 2 | $7.7M | 0.0% | 775,000 | — | — | Held |
| XP XP INC - CLASS A | $5.7M | 0.0% | 200,000 | — | — | Held |
| PD PAGERDUTY INC | $5.2M | 0.0% | 150,000 | — | — | Held |
| VERX VERTEX INC - CLASS A | $5.2M | 0.0% | 325,000 | — | — | Held |
| DBX DROPBOX INC-CLASS A | $4.9M | 0.0% | 200,000 | — | — | Held |
| ALKT ALKAMI TECHNOLOGY INC | $3.0M | 0.0% | 150,000 | — | — | Held |
| OMGBP OUTSET MEDICAL INC | $2.5M | 0.0% | 55,000 | — | — | Held |
| HUYA HUYA INC-ADR | $2.5M | 0.0% | 362,000 | — | — | Held |
| AMERICAN WELL CORP | $2.4M | 0.0% | 400,000 | — | — | Held |
| HCAT HEALTH CATALYST INC | $2.0M | 0.0% | 50,000 | — | — | Held |
| 0OIA SOLARWINDS CORP | $1.4M | 0.0% | 100,000 | — | — | Held |
| OKTA OKTA INC | $1.3M | 0.0% | 5,590 | — | — | Held |
| API AGORA INC-ADR | $1.1M | 0.0% | 70,000 | −1,656,123 | −95.9% | Reduced |
| NABL N-ABLE INC | $1.1M | 0.0% | 100,000 | — | — | Held |
| DNABW GINKGO BIOWORKS -CW27 | $1.1M | 0.0% | 485,000 | — | — | Held |
| DOUYU INTL HLDGS LTD | $1.1M | 0.0% | 400,000 | — | — | Held |
| OSH3USD OAK STREET HEALTH INC | $829K | 0.0% | 25,000 | — | — | Held |
| JOBY/WS JOBY AVIATION INC -CW25 | $780K | 0.0% | 500,000 | — | — | Held |
| GRABW GRAB HOLDINGS LTD-CW 26 | $760K | 0.0% | 360,000 | +360,000 | — | New |
| D0A DADA NEXUS LTD-ADR | $658K | 0.0% | 50,000 | — | — | Held |
| R6G REDFIN CORP | $563K | 0.0% | 14,676 | −2,305 | −13.6% | Reduced |
| FPI FARMLAND PARTNERS INC | $532K | 0.0% | 44,502 | — | — | Held |
| CAZOO GROUP LTD | $450K | 0.0% | 500,000 | — | — | Held |
| MOMENTIVE GLOBAL INC | $224K | 0.0% | 10,573 | — | — | Held |
| 628 SEMRUSH HOLDINGS INC-A | $209K | 0.0% | 10,000 | — | — | Held |
| KC KINGSOFT CLOUD HOLDINGS-ADR | $158K | 0.0% | 10,000 | — | — | Held |
| 17 ED & TECHNOLOGY GROUP INC | $150K | 0.0% | 120,000 | +120,000 | — | New |
| ONESMART INTL ED GROUP LTD | $128K | 0.0% | 320,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| TDG TRANSDIGM GROUP INC | 1,757,245 | $1.10B |
| FLT1EUR FLEETCOR TECHNOLOGIES INC | 647,662 | $169.2M |
| TUYA TUYA INC | 2,850,000 | $25.9M |
| ROOTGBP ROOT INC/OH -CLASS A | 3,684,455 | $19.4M |
| ALTIMETER GROWTH CORP | 1,800,000 | $19.2M |
| DESP1EUR DESPEGAR.COM CORP | 1,197,599 | $14.4M |
| SPLKCHF SPLUNK INC | 45,228 | $6.5M |
| MDLA MEDALLIA INC | 50,000 | $1.7M |
| 17 ED & TECHNOLOGY GROUP INC | 480,000 | $432K |
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.