Holdings
| META META PLATFORMS INC-CLASS A | $168.1M | 16.2% | 755,957 | +177,972 | +30.8% | Added |
| SMARGBP SMARTSHEET INC-CLASS A | $164.8M | 15.9% | 3,009,153 | +203,696 | +7.3% | Added |
| WIX WIX.COM LTD | $163.6M | 15.8% | 1,566,047 | +80,849 | +5.4% | Added |
| DIS WALT DISNEY CO | $101.4M | 9.8% | 739,610 | +54,349 | +7.9% | Added |
| PYPL PAYPAL HOLDINGS INC | $85.5M | 8.2% | 738,996 | +167,787 | +29.4% | Added |
| ROKU ROKU INC | $84.8M | 8.2% | 677,215 | +677,215 | — | New |
| EBAY EBAY INC | $74.0M | 7.1% | 1,292,392 | +94,968 | +7.9% | Added |
| GOOG ALPHABET INC-CL C | $65.9M | 6.3% | 23,582 | −1,436 | −5.7% | Reduced |
| POSHEUR POSHMARK INC-CLASS A | $53.1M | 5.1% | 4,193,327 | +886,766 | +26.8% | Added |
| 628 SEMRUSH HOLDINGS INC-A | $41.1M | 4.0% | 3,445,361 | +828,523 | +31.7% | Added |
| UPWK UPWORK INC | $36.2M | 3.5% | 1,558,109 | +114,491 | +7.9% | Added |
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.