Holdings
| META META PLATFORMS INC-CLASS A | $166.9M | 21.8% | 611,130 | +4,518 | +0.7% | Added |
| WIX WIX.COM LTD | $125.1M | 16.4% | 500,446 | +90,031 | +21.9% | Added |
| SMARGBP SMARTSHEET INC-CLASS A | $89.2M | 11.7% | 1,287,190 | +397,203 | +44.6% | Added |
| GOOG ALPHABET INC-CL C | $82.9M | 10.8% | 47,293 | +346 | +0.7% | Added |
| EBAY EBAY INC | $78.0M | 10.2% | 1,551,307 | +680,231 | +78.1% | Added |
| UPWK UPWORK INC | $65.1M | 8.5% | 1,886,146 | −2,064,205 | −52.3% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $60.0M | 7.9% | 256,241 | +1,900 | +0.7% | Added |
| DESP1EUR DESPEGAR.COM CORP | $54.5M | 7.1% | 4,255,213 | +31,515 | +0.7% | Added |
| ROKU ROKU INC | $42.7M | 5.6% | 128,601 | −174,772 | −57.6% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AVLRUSD AVALARA INC | 293,390 | $37.4M |
| AYXEUR ALTERYX INC - CLASS A | 94,189 | $10.7M |
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.