Holdings
| META META PLATFORMS INC-CLASS A | $179.7M | 23.8% | 626,299 | −329,799 | −34.5% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $125.5M | 16.6% | 3,280,603 | −356,995 | −9.8% | Reduced |
| WIX WIX.COM LTD | $109.0M | 14.4% | 1,393,679 | −151,691 | −9.8% | Reduced |
| GOOG ALPHABET INC-CL C | $89.3M | 11.8% | 738,119 | −80,029 | −9.8% | Reduced |
| DIS WALT DISNEY CO | $57.9M | 7.7% | 648,816 | −70,608 | −9.8% | Reduced |
| ROKU ROKU INC | $50.0M | 6.6% | 781,185 | −381,278 | −32.8% | Reduced |
| UPWK UPWORK INC | $43.8M | 5.8% | 4,691,358 | +2,100,150 | +81.0% | Added |
| PYPL PAYPAL HOLDINGS INC | $43.3M | 5.7% | 648,363 | −70,559 | −9.8% | Reduced |
| 628 SEMRUSH HOLDINGS INC-A | $28.9M | 3.8% | 3,021,897 | −329,041 | −9.8% | Reduced |
| HRI HERC HOLDINGS INC | $27.8M | 3.7% | 202,804 | +202,804 | — | New |
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.