Holdings
| META META PLATFORMS INC-CLASS A | $87.8M | 20.6% | 492,902 | +1,551 | +0.3% | Added |
| AVLRUSD AVALARA INC | $63.8M | 15.0% | 948,414 | −144,858 | −13.2% | Reduced |
| WIX WIX.COM LTD | $59.6M | 14.0% | 510,539 | +89,778 | +21.3% | Added |
| DESP1EUR DESPEGAR.COM CORP | $46.8M | 11.0% | 4,136,242 | +1,029,206 | +33.1% | Added |
| GOOG ALPHABET INC-CL C | $44.6M | 10.5% | 36,573 | +115 | +0.3% | Added |
| PYPL PAYPAL HOLDINGS INC | $41.7M | 9.8% | 402,901 | +88,652 | +28.2% | Added |
| EBAY EBAY INC | $33.7M | 7.9% | 864,932 | +2,724 | +0.3% | Added |
| CMPREUR CIMPRESS NV | $25.0M | 5.9% | 189,480 | −92,373 | −32.8% | Reduced |
| AYXEUR ALTERYX INC - CLASS A | $23.1M | 5.4% | 214,649 | +214,649 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AKX ANSYS INC | 90,565 | $18.6M |
| TTD TRADE DESK INC -CLASS A | 74,957 | $17.1M |
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.