Holdings
| META META PLATFORMS INC-CLASS A | $219.8M | 23.0% | 746,378 | +135,248 | +22.1% | Added |
| SMARGBP SMARTSHEET INC-CLASS A | $173.9M | 18.2% | 2,720,798 | +1,433,608 | +111.4% | Added |
| WIX WIX.COM LTD | $118.9M | 12.4% | 426,002 | −74,444 | −14.9% | Reduced |
| EBAY EBAY INC | $118.5M | 12.4% | 1,935,576 | +384,269 | +24.8% | Added |
| PYPL PAYPAL HOLDINGS INC | $113.0M | 11.8% | 465,266 | +209,025 | +81.6% | Added |
| UPWK UPWORK INC | $81.9M | 8.6% | 1,829,472 | −56,674 | −3.0% | Reduced |
| GOOG ALPHABET INC-CL C | $66.8M | 7.0% | 32,271 | −15,022 | −31.8% | Reduced |
| DESP1EUR DESPEGAR.COM CORP | $63.2M | 6.6% | 4,639,434 | +384,221 | +9.0% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ROKU ROKU INC | 128,601 | $42.7M |
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.