Holdings
| META META PLATFORMS INC-CLASS A | $235.2M | 17.7% | 676,536 | −69,842 | −9.4% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $231.6M | 17.5% | 3,202,198 | +481,400 | +17.7% | Added |
| WIX WIX.COM LTD | $183.1M | 13.8% | 630,815 | +204,813 | +48.1% | Added |
| EBAY EBAY INC | $160.3M | 12.1% | 2,283,476 | +347,900 | +18.0% | Added |
| PYPL PAYPAL HOLDINGS INC | $160.0M | 12.1% | 548,880 | +83,614 | +18.0% | Added |
| UPWK UPWORK INC | $125.4M | 9.5% | 2,151,378 | +321,906 | +17.6% | Added |
| DIS WALT DISNEY CO | $124.7M | 9.4% | 709,571 | +709,571 | — | New |
| GOOG ALPHABET INC-CL C | $61.9M | 4.7% | 24,717 | −7,554 | −23.4% | Reduced |
| DESP1EUR DESPEGAR.COM CORP | $43.9M | 3.3% | 3,320,397 | −1,319,037 | −28.4% | 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.