Holdings
| META META PLATFORMS INC-CLASS A | $120.9M | 14.4% | 239,724 | −47,502 | −16.5% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $109.3M | 13.0% | 2,480,389 | −31,939 | −1.3% | Reduced |
| WIX WIX.COM LTD | $90.8M | 10.8% | 570,859 | −184,581 | −24.4% | Reduced |
| AZO AUTOZONE INC | $90.0M | 10.7% | 30,351 | +7,069 | +30.4% | Added |
| GOOG ALPHABET INC-CL C | $85.3M | 10.2% | 465,268 | −381,029 | −45.0% | Reduced |
| DHR DANAHER CORP | $76.6M | 9.1% | 306,420 | −3,944 | −1.3% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $69.5M | 8.3% | 1,197,048 | −15,414 | −1.3% | Reduced |
| SPT SPROUT SOCIAL INC - CLASS A | $61.6M | 7.3% | 1,725,977 | +1,725,977 | — | New |
| HRI HERC HOLDINGS INC | $58.5M | 7.0% | 439,118 | −5,651 | −1.3% | Reduced |
| 628 SEMRUSH HOLDINGS INC-A | $47.7M | 5.7% | 3,558,820 | −246,301 | −6.5% | Reduced |
| UPWK UPWORK INC | $29.3M | 3.5% | 2,725,293 | −35,094 | −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.