Holdings
| WIX WIX.COM LTD | $154.5M | 18.7% | 1,974,991 | +96,810 | +5.2% | Added |
| SMARGBP SMARTSHEET INC-CLASS A | $124.2M | 15.1% | 3,615,172 | +177,120 | +5.2% | Added |
| META META PLATFORMS INC-CLASS A | $108.0M | 13.1% | 795,803 | +39,209 | +5.2% | Added |
| ROKU ROKU INC | $84.3M | 10.2% | 1,494,862 | +73,265 | +5.2% | Added |
| POSHEUR POSHMARK INC-CLASS A | $78.1M | 9.5% | 4,984,927 | +244,152 | +5.2% | Added |
| DIS WALT DISNEY CO | $73.4M | 8.9% | 778,502 | +38,338 | +5.2% | Added |
| PYPL PAYPAL HOLDINGS INC | $67.0M | 8.1% | 777,909 | +38,293 | +5.2% | Added |
| GOOG ALPHABET INC-CL C | $57.3M | 6.9% | 595,532 | +567,215 | +2003.1% | Added |
| 628 SEMRUSH HOLDINGS INC-A | $40.2M | 4.9% | 3,584,582 | +136,361 | +4.0% | Added |
| UPWK UPWORK INC | $38.2M | 4.6% | 2,804,661 | +137,525 | +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.