Holdings
| META META PLATFORMS INC-CLASS A | $92.0M | 18.1% | 448,037 | −44,865 | −9.1% | Reduced |
| AVLRUSD AVALARA INC | $90.2M | 17.8% | 1,231,614 | +283,200 | +29.9% | Added |
| WIX WIX.COM LTD | $67.5M | 13.3% | 551,405 | +40,866 | +8.0% | Added |
| DESP1EUR DESPEGAR.COM CORP | $67.4M | 13.3% | 4,999,428 | +863,186 | +20.9% | Added |
| ROKU ROKU INC | $48.7M | 9.6% | 363,488 | +363,488 | — | New |
| AYXEUR ALTERYX INC - CLASS A | $47.8M | 9.4% | 477,906 | +263,257 | +122.6% | Added |
| PYPL PAYPAL HOLDINGS INC | $47.1M | 9.3% | 435,147 | +32,246 | +8.0% | Added |
| EBAY EBAY INC | $33.7M | 6.6% | 934,115 | +69,183 | +8.0% | Added |
| GOOG ALPHABET INC-CL C | $13.8M | 2.7% | 10,343 | −26,230 | −71.7% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CMPREUR CIMPRESS NV | 189,480 | $25.0M |
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.