Holdings
| META META PLATFORMS INC-CLASS A | $84.1M | 23.4% | 641,674 | +159,542 | +33.1% | Added |
| WIX WIX.COM LTD | $54.0M | 15.0% | 597,595 | +303,718 | +103.3% | Added |
| PYPL PAYPAL HOLDINGS INC | $40.2M | 11.2% | 477,944 | +23,227 | +5.1% | Added |
| TTD TRADE DESK INC -CLASS A | $39.2M | 10.9% | 337,646 | +89,492 | +36.1% | Added |
| GOOG ALPHABET INC-CL C | $35.6M | 9.9% | 34,348 | +2,162 | +6.7% | Added |
| DG DOLLAR GENERAL CORP | $26.2M | 7.3% | 242,459 | −152,974 | −38.7% | Reduced |
| CMPREUR CIMPRESS NV | $22.5M | 6.2% | 217,373 | +23,027 | +11.8% | Added |
| AKX ANSYS INC | $22.2M | 6.2% | 155,006 | +16,427 | +11.9% | Added |
| ROP ROPER TECHNOLOGIES INC | $15.8M | 4.4% | 59,212 | −41,395 | −41.1% | Reduced |
| EBAY EBAY INC | $11.6M | 3.2% | 413,971 | +43,865 | +11.9% | Added |
| WK WORKIVA INC | $8.5M | 2.4% | 237,389 | −514,092 | −68.4% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SITE SITEONE LANDSCAPE SUPPLY INC | 387,315 | $29.2M |
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.