Holdings
| META META PLATFORMS INC-CLASS A | $139.5M | 16.2% | 287,226 | −98,907 | −25.6% | Reduced |
| GOOG ALPHABET INC-CL C | $128.9M | 15.0% | 846,297 | −11,350 | −1.3% | Reduced |
| WIX WIX.COM LTD | $103.9M | 12.1% | 755,440 | −10,145 | −1.3% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $96.7M | 11.2% | 2,512,328 | −33,704 | −1.3% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $81.2M | 9.4% | 1,212,462 | −16,258 | −1.3% | Reduced |
| DHR DANAHER CORP | $77.5M | 9.0% | 310,364 | −4,152 | −1.3% | Reduced |
| HRI HERC HOLDINGS INC | $74.9M | 8.7% | 444,769 | −72,125 | −14.0% | Reduced |
| AZO AUTOZONE INC | $73.4M | 8.5% | 23,282 | +23,282 | — | New |
| 628 SEMRUSH HOLDINGS INC-A | $50.5M | 5.9% | 3,805,121 | +1,045,082 | +37.9% | Added |
| UPWK UPWORK INC | $33.8M | 3.9% | 2,760,387 | −37,059 | −1.3% | 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.