Holdings
| META META PLATFORMS INC-CLASS A | $202.6M | 23.0% | 956,098 | −35,944 | −3.6% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $173.9M | 19.7% | 3,637,598 | −208,953 | −5.4% | Reduced |
| WIX WIX.COM LTD | $154.2M | 17.5% | 1,545,370 | −58,208 | −3.6% | Reduced |
| GOOG ALPHABET INC-CL C | $85.1M | 9.6% | 818,148 | +247,226 | +43.3% | Added |
| ROKU ROKU INC | $76.5M | 8.7% | 1,162,463 | −515,248 | −30.7% | Reduced |
| DIS WALT DISNEY CO | $72.0M | 8.2% | 719,424 | −27,045 | −3.6% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $54.6M | 6.2% | 718,922 | −27,028 | −3.6% | Reduced |
| 628 SEMRUSH HOLDINGS INC-A | $33.7M | 3.8% | 3,350,938 | −198,005 | −5.6% | Reduced |
| UPWK UPWORK INC | $29.3M | 3.3% | 2,591,208 | −97,403 | −3.6% | Reduced |
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.