Holdings
| MSFT MICROSOFT CORP | $1.26B | 15.4% | 5,257,572 | −746,536 | −12.4% | Reduced |
| JD JD.COM INC-ADR | $1.22B | 15.0% | 21,812,150 | −8,048,177 | −27.0% | Reduced |
| META META PLATFORMS INC-CLASS A | $956.0M | 11.7% | 7,944,481 | +3,455,833 | +77.0% | Added |
| AMZN AMAZON.COM INC | $721.6M | 8.8% | 8,590,381 | +5,914,931 | +221.1% | Added |
| WDAY WORKDAY INC-CLASS A | $462.9M | 5.7% | 2,766,300 | −406,111 | −12.8% | Reduced |
| SNOW SNOWFLAKE INC | $366.7M | 4.5% | 2,554,960 | −45,655 | −1.8% | Reduced |
| GOOGL ALPHABET INC-CL A | $328.9M | 4.0% | 3,727,200 | −1,746,488 | −31.9% | Reduced |
| NOW SERVICENOW INC | $314.1M | 3.8% | 808,897 | −885,220 | −52.3% | Reduced |
| BZ KANZHUN LTD - ADR | $282.2M | 3.5% | 13,855,445 | −3,964,970 | −22.2% | Reduced |
| MA MASTERCARD INC - A | $251.8M | 3.1% | 724,000 | — | — | Held |
| GTM ZOOMINFO TECHNOLOGIES INC | $187.8M | 2.3% | 6,238,600 | +6,238,600 | — | New |
| SE SEA LTD-ADR | $185.2M | 2.3% | 3,559,727 | −5,994,137 | −62.7% | Reduced |
| XYZ BLOCK INC | $118.2M | 1.4% | 1,880,677 | −1,918,594 | −50.5% | Reduced |
| DLO DLOCAL LTD | $111.2M | 1.4% | 7,143,422 | +2,850,663 | +66.4% | Added |
| NU NU HOLDINGS LTD/CAYMAN ISL-A | $103.1M | 1.3% | 25,341,458 | −20,978,381 | −45.3% | Reduced |
| HUBS HUBSPOT INC | $97.2M | 1.2% | 336,100 | −258,190 | −43.4% | Reduced |
| CRWD CROWDSTRIKE HOLDINGS INC - A | $94.8M | 1.2% | 900,000 | — | — | Held |
| PAGAYA TECHNOLOGIES LTD | $78.1M | 1.0% | 63,001,324 | −11,383,054 | −15.3% | Reduced |
| TTWO TAKE-TWO INTERACTIVE SOFTWRE | $74.3M | 0.9% | 714,000 | +714,000 | — | New |
| DDOG DATADOG INC - CLASS A | $71.0M | 0.9% | 966,000 | −4,809,031 | −83.3% | Reduced |
| OZON OZON HOLDINGS PLC - ADR | $69.6M | 0.9% | 5,998,259 | −960,729 | −13.8% | Reduced |
| 8QR CONFLUENT INC-CLASS A | $69.4M | 0.9% | 3,120,535 | +3,120,535 | — | New |
| MTCH MATCH GROUP INC | $60.6M | 0.7% | 1,461,000 | +1,461,000 | — | New |
| GRAB GRAB HOLDINGS LTD - CL A | $59.3M | 0.7% | 18,430,000 | +18,430,000 | — | New |
| S SENTINELONE INC -CLASS A | $58.1M | 0.7% | 3,983,939 | −168,002 | −4.0% | Reduced |
| TEAM ATLASSIAN CORP-CL A | $51.5M | 0.6% | 400,545 | +400,545 | — | New |
| FRSH FRESHWORKS INC-CL A | $45.0M | 0.6% | 3,058,077 | −2,141,260 | −41.2% | Reduced |
| APP APPLOVIN CORP-CLASS A | $44.9M | 0.6% | 4,264,272 | −708,541 | −14.2% | Reduced |
| MDB MONGODB INC | $44.9M | 0.5% | 227,900 | +227,900 | — | New |
| TOST TOAST INC-CLASS A | $43.7M | 0.5% | 2,422,099 | −7,477,796 | −75.5% | Reduced |
| SPOT SPOTIFY TECHNOLOGY SA | $40.6M | 0.5% | 514,861 | +508,650 | +8189.5% | Added |
| APO APOLLO GLOBAL MANAGEMENT INC | $40.1M | 0.5% | 627,972 | +175,103 | +38.7% | Added |
| OKLO OKLO INC | $39.7M | 0.5% | 4,000,000 | — | — | Held |
| V VISA INC-CLASS A SHARES | $33.9M | 0.4% | 163,000 | — | — | Held |
| RERE ATRENEW INC | $33.2M | 0.4% | 11,481,218 | −2,890,000 | −20.1% | Reduced |
| WEAV WEAVE COMMUNICATIONS INC | $24.0M | 0.3% | 5,250,907 | −1,781,663 | −25.3% | Reduced |
| PTON PELOTON INTERACTIVE INC-A | $19.5M | 0.2% | 2,454,895 | +1,534,178 | +166.6% | Added |
| LW LAMB WESTON HOLDINGS INC | $16.1M | 0.2% | 179,784 | — | — | Held |
| MBLY MOBILEYE GLOBAL INC-A | $15.8M | 0.2% | 450,000 | +450,000 | — | New |
| XM1EUR QUALTRICS INTERNATIONAL-CL A | $15.5M | 0.2% | 1,488,500 | −5,960,500 | −80.0% | Reduced |
| UBER UBER TECHNOLOGIES INC | $14.8M | 0.2% | 600,000 | −9,323,073 | −94.0% | Reduced |
| LEAD EDGE GROWTH OPRTUNTS LT | $10.2M | 0.1% | 1,000,000 | — | — | Held |
| STNE STONECO LTD-A | $6.5M | 0.1% | 685,801 | — | — | Held |
| COIN COINBASE GLOBAL INC -CLASS A | $5.1M | 0.1% | 143,926 | −7,610 | −5.0% | Reduced |
| SHOP SHOPIFY INC - CLASS A | $3.3M | 0.0% | 95,500 | −1,566,740 | −94.3% | Reduced |
| KATAPULT HOLDINGS INC | $2.4M | 0.0% | 2,500,000 | −240,000 | −8.8% | Reduced |
| WRBY WARBY PARKER INC-CLASS A | $1.6M | 0.0% | 115,869 | −151,200 | −56.6% | Reduced |
| JOBY JOBY AVIATION INC | $1.2M | 0.0% | 370,000 | — | — | Held |
| 6X1 ON24 INC | $723K | 0.0% | 83,803 | — | — | Held |
| INTU INTUIT INC | $532K | 0.0% | 1,368 | — | — | Held |
| DDL DINGDONG CAYMAN LTD -SPN ADR | $506K | 0.0% | 118,539 | — | — | Held |
| PDD PDD HOLDINGS INC | $326K | 0.0% | 4,000 | — | — | Held |
| HCP2EUR HASHICORP INC-CL A | $251K | 0.0% | 9,188 | — | — | Held |
| RBLX ROBLOX CORP -CLASS A | $209K | 0.0% | 7,345 | −79,750 | −91.6% | Reduced |
| JOBY/WS JOBY AVIATION INC -CW25 | $51K | 0.0% | 105,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| LI LI AUTO INC - ADR | 17,211,345 | $396.0M |
| ATLASSIAN CORP PLC | 1,722,503 | $362.7M |
| DASH DOORDASH INC - A | 3,656,847 | $180.8M |
| RNG RINGCENTRAL INC-CLASS A | 2,487,060 | $99.4M |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | 1,315,005 | $90.2M |
| ZEN1EUR ZENDESK INC | 714,000 | $54.3M |
| OLOGBX OLO INC - CLASS A | 5,104,581 | $40.3M |
| STARRY GROUP HOLDINGS INC | 19,266,828 | $28.7M |
| DV DOUBLEVERIFY HOLDINGS INC | 957,509 | $26.2M |
| FUTU FUTU HOLDINGS LTD-ADR | 669,000 | $24.9M |
| VTEX VTEX -CLASS A | 6,362,217 | $23.5M |
| BLND BLEND LABS INC-A | 6,211,142 | $13.7M |
| ALTIMETER GROWTH CORP 2 | 1,357,450 | $13.5M |
| EGHT 8X8 INC | 2,166,968 | $7.5M |
| R6G REDFIN CORP | 991,000 | $5.8M |
| PYPL PAYPAL HOLDINGS INC | 54,300 | $4.7M |
| EMBARK TECHNOLOGY INC | 495,851 | $3.7M |
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.