Holdings
| META META PLATFORMS INC-CLASS A | $79.3M | 18.6% | 482,132 | +59,750 | +14.1% | Added |
| DG DOLLAR GENERAL CORP | $43.2M | 10.1% | 395,433 | −69,942 | −15.0% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $39.9M | 9.4% | 454,717 | +22,612 | +5.2% | Added |
| GOOG ALPHABET INC-CL C | $38.4M | 9.0% | 32,186 | −5,225 | −14.0% | Reduced |
| TTD TRADE DESK INC -CLASS A | $37.4M | 8.8% | 248,154 | −38,554 | −13.4% | Reduced |
| WIX WIX.COM LTD | $35.2M | 8.2% | 293,877 | +293,877 | — | New |
| ROP ROPER TECHNOLOGIES INC | $29.8M | 7.0% | 100,607 | −2,132 | −2.1% | Reduced |
| WK WORKIVA INC | $29.7M | 7.0% | 751,481 | +53,033 | +7.6% | Added |
| SITE SITEONE LANDSCAPE SUPPLY INC | $29.2M | 6.8% | 387,315 | −28,063 | −6.8% | Reduced |
| CMPREUR CIMPRESS NV | $26.6M | 6.2% | 194,346 | +9,366 | +5.1% | Added |
| AKX ANSYS INC | $25.9M | 6.1% | 138,579 | −12,125 | −8.0% | Reduced |
| EBAY EBAY INC | $12.2M | 2.9% | 370,106 | +18,345 | +5.2% | Added |
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.