Holdings
| WIX WIX.COM LTD | $123.1M | 15.4% | 1,878,181 | +312,134 | +19.9% | Added |
| META META PLATFORMS INC-CLASS A | $122.0M | 15.2% | 756,594 | +637 | +0.1% | Added |
| ROKU ROKU INC | $116.8M | 14.6% | 1,421,597 | +744,382 | +109.9% | Added |
| SMARGBP SMARTSHEET INC-CLASS A | $108.1M | 13.5% | 3,438,052 | +428,899 | +14.3% | Added |
| DIS WALT DISNEY CO | $69.9M | 8.7% | 740,164 | +554 | +0.1% | Added |
| GOOG ALPHABET INC-CL C | $61.9M | 7.7% | 28,317 | +4,735 | +20.1% | Added |
| UPWK UPWORK INC | $55.2M | 6.9% | 2,667,136 | +1,109,027 | +71.2% | Added |
| PYPL PAYPAL HOLDINGS INC | $51.7M | 6.4% | 739,616 | +620 | +0.1% | Added |
| POSHEUR POSHMARK INC-CLASS A | $47.9M | 6.0% | 4,740,775 | +547,448 | +13.1% | Added |
| 628 SEMRUSH HOLDINGS INC-A | $44.6M | 5.6% | 3,448,221 | +2,860 | +0.1% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EBAY EBAY INC | 1,292,392 | $74.0M |
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.