Holdings
| META META PLATFORMS INC-CLASS A | $81.3M | 20.4% | 487,971 | −153,703 | −24.0% | Reduced |
| WIX WIX.COM LTD | $76.0M | 19.1% | 628,814 | +31,219 | +5.2% | Added |
| PYPL PAYPAL HOLDINGS INC | $52.3M | 13.1% | 503,552 | +25,608 | +5.4% | Added |
| GOOG ALPHABET INC-CL C | $42.5M | 10.7% | 36,194 | +1,846 | +5.4% | Added |
| DESP1EUR DESPEGAR.COM CORP | $34.6M | 8.7% | 2,323,766 | +2,323,766 | — | New |
| CMPREUR CIMPRESS NV | $32.4M | 8.1% | 404,051 | +186,678 | +85.9% | Added |
| EBAY EBAY INC | $31.8M | 8.0% | 856,313 | +442,342 | +106.9% | Added |
| TTD TRADE DESK INC -CLASS A | $30.8M | 7.7% | 155,465 | −182,181 | −54.0% | Reduced |
| AKX ANSYS INC | $16.4M | 4.1% | 89,927 | −65,079 | −42.0% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DG DOLLAR GENERAL CORP | 242,459 | $26.2M |
| ROP ROPER TECHNOLOGIES INC | 59,212 | $15.8M |
| WK WORKIVA INC | 237,389 | $8.5M |
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.