Holdings
| META META PLATFORMS INC-CLASS A | $133.2M | 14.4% | 232,669 | −7,055 | −2.9% | Reduced |
| AZO AUTOZONE INC | $92.8M | 10.0% | 29,458 | −893 | −2.9% | Reduced |
| WIX WIX.COM LTD | $92.6M | 10.0% | 553,894 | −16,965 | −3.0% | Reduced |
| APP APPLOVIN CORP-CLASS A | $91.2M | 9.8% | 698,796 | +698,796 | — | New |
| PYPL PAYPAL HOLDINGS INC | $90.7M | 9.8% | 1,162,523 | −34,525 | −2.9% | Reduced |
| DHR DANAHER CORP | $82.7M | 8.9% | 297,492 | −8,928 | −2.9% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $82.7M | 8.9% | 1,493,286 | −987,103 | −39.8% | Reduced |
| GOOG ALPHABET INC-CL C | $75.5M | 8.1% | 451,618 | −13,650 | −2.9% | Reduced |
| HRI HERC HOLDINGS INC | $67.9M | 7.3% | 426,060 | −13,058 | −3.0% | Reduced |
| SPT SPROUT SOCIAL INC - CLASS A | $57.4M | 6.2% | 1,975,994 | +250,017 | +14.5% | Added |
| 628 SEMRUSH HOLDINGS INC-A | $33.2M | 3.6% | 2,113,947 | −1,444,873 | −40.6% | Reduced |
| UPWK UPWORK INC | $27.7M | 3.0% | 2,647,145 | −78,148 | −2.9% | 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.