Holdings
| META META PLATFORMS INC-CLASS A | $158.9M | 23.6% | 606,612 | −34,159 | −5.3% | Reduced |
| WIX WIX.COM LTD | $104.6M | 15.5% | 410,415 | +94,067 | +29.7% | Added |
| GOOG ALPHABET INC-CL C | $69.0M | 10.3% | 46,947 | +999 | +2.2% | Added |
| UPWK UPWORK INC | $68.9M | 10.2% | 3,950,351 | +163,862 | +4.3% | Added |
| ROKU ROKU INC | $57.3M | 8.5% | 303,373 | −39,028 | −11.4% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $50.1M | 7.4% | 254,341 | +5,414 | +2.2% | Added |
| EBAY EBAY INC | $45.4M | 6.7% | 871,076 | +871,076 | — | New |
| SMARGBP SMARTSHEET INC-CLASS A | $44.0M | 6.5% | 889,987 | −745,050 | −45.6% | Reduced |
| AVLRUSD AVALARA INC | $37.4M | 5.6% | 293,390 | +6,252 | +2.2% | Added |
| DESP1EUR DESPEGAR.COM CORP | $26.9M | 4.0% | 4,223,698 | −368,843 | −8.0% | Reduced |
| AYXEUR ALTERYX INC - CLASS A | $10.7M | 1.6% | 94,189 | −118,669 | −55.8% | 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.