Holdings
| META META PLATFORMS INC-CLASS A | $94.8M | 21.2% | 491,351 | +3,380 | +0.7% | Added |
| AVLRUSD AVALARA INC | $78.9M | 17.6% | 1,093,272 | +1,093,272 | — | New |
| WIX WIX.COM LTD | $59.8M | 13.4% | 420,761 | −208,053 | −33.1% | Reduced |
| DESP1EUR DESPEGAR.COM CORP | $43.2M | 9.6% | 3,107,036 | +783,270 | +33.7% | Added |
| GOOG ALPHABET INC-CL C | $39.4M | 8.8% | 36,458 | +264 | +0.7% | Added |
| PYPL PAYPAL HOLDINGS INC | $36.0M | 8.0% | 314,249 | −189,303 | −37.6% | Reduced |
| EBAY EBAY INC | $34.1M | 7.6% | 862,208 | +5,895 | +0.7% | Added |
| CMPREUR CIMPRESS NV | $25.6M | 5.7% | 281,853 | −122,198 | −30.2% | Reduced |
| AKX ANSYS INC | $18.6M | 4.1% | 90,565 | +638 | +0.7% | Added |
| TTD TRADE DESK INC -CLASS A | $17.1M | 3.8% | 74,957 | −80,508 | −51.8% | 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.