Holdings
| META META PLATFORMS INC-CLASS A | $140.9M | 18.4% | 469,184 | −157,115 | −25.1% | Reduced |
| GOOG ALPHABET INC-CL C | $119.7M | 15.6% | 907,610 | +169,491 | +23.0% | Added |
| WIX WIX.COM LTD | $112.9M | 14.7% | 1,229,627 | −164,052 | −11.8% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $109.0M | 14.2% | 2,694,296 | −586,307 | −17.9% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $76.0M | 9.9% | 1,300,303 | +651,940 | +100.6% | Added |
| HRI HERC HOLDINGS INC | $51.5M | 6.7% | 433,139 | +230,335 | +113.6% | Added |
| DIS WALT DISNEY CO | $50.8M | 6.6% | 627,314 | −21,502 | −3.3% | Reduced |
| UPWK UPWORK INC | $50.8M | 6.6% | 4,474,286 | −217,072 | −4.6% | Reduced |
| DG DOLLAR GENERAL CORP | $28.9M | 3.8% | 272,822 | +272,822 | — | New |
| 628 SEMRUSH HOLDINGS INC-A | $25.4M | 3.3% | 2,986,788 | −35,109 | −1.2% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ROKU ROKU INC | 781,185 | $50.0M |
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.