Holdings
| META META PLATFORMS INC-CLASS A | $65.3M | 23.6% | 370,017 | +105,930 | +40.1% | Added |
| CMPREUR CIMPRESS NV | $32.3M | 11.7% | 269,645 | +12,400 | +4.8% | Added |
| CHGG CHEGG INC | $29.4M | 10.6% | 1,800,400 | +599,700 | +49.9% | Added |
| DG DOLLAR GENERAL CORP | $27.1M | 9.8% | 291,725 | +13,400 | +4.8% | Added |
| WK WORKIVA INC | $25.5M | 9.2% | 1,193,539 | +54,790 | +4.8% | Added |
| GOOG ALPHABET INC-CL C | $25.3M | 9.1% | 24,165 | +1,110 | +4.8% | Added |
| ROP ROPER TECHNOLOGIES INC | $21.3M | 7.7% | 82,047 | +3,760 | +4.8% | Added |
| AKX ANSYS INC | $20.8M | 7.5% | 140,856 | −14,750 | −9.5% | Reduced |
| YELP YELP INC | $18.3M | 6.6% | 436,934 | +20,060 | +4.8% | Added |
| SITE SITEONE LANDSCAPE SUPPLY INC | $11.9M | 4.3% | 155,033 | +155,033 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DSGX DESCARTES SYSTEMS GRP | 658,158 | $17.9M |
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.