Holdings
| META META PLATFORMS INC-CLASS A | $195.3M | 17.0% | 575,491 | −101,045 | −14.9% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $190.9M | 16.7% | 2,773,894 | −428,304 | −13.4% | Reduced |
| WIX WIX.COM LTD | $166.2M | 14.5% | 847,847 | +217,032 | +34.4% | Added |
| PYPL PAYPAL HOLDINGS INC | $148.0M | 12.9% | 568,745 | +19,865 | +3.6% | Added |
| DIS WALT DISNEY CO | $131.6M | 11.5% | 777,753 | +68,182 | +9.6% | Added |
| EBAY EBAY INC | $115.5M | 10.1% | 1,658,432 | −625,044 | −27.4% | Reduced |
| UPWK UPWORK INC | $72.9M | 6.4% | 1,619,966 | −531,412 | −24.7% | Reduced |
| GOOG ALPHABET INC-CL C | $66.4M | 5.8% | 24,909 | +192 | +0.8% | Added |
| 628 SEMRUSH HOLDINGS INC-A | $58.8M | 5.1% | 2,550,725 | +2,550,725 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DESP1EUR DESPEGAR.COM CORP | 3,320,397 | $43.9M |
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.