Holdings
| WIX WIX.COM LTD | $234.3M | 20.0% | 1,485,198 | +637,351 | +75.2% | Added |
| SMARGBP SMARTSHEET INC-CLASS A | $217.3M | 18.5% | 2,805,457 | +31,563 | +1.1% | Added |
| META META PLATFORMS INC-CLASS A | $194.4M | 16.6% | 577,985 | +2,494 | +0.4% | Added |
| PYPL PAYPAL HOLDINGS INC | $107.7M | 9.2% | 571,209 | +2,464 | +0.4% | Added |
| DIS WALT DISNEY CO | $106.1M | 9.1% | 685,261 | −92,492 | −11.9% | Reduced |
| EBAY EBAY INC | $79.6M | 6.8% | 1,197,424 | −461,008 | −27.8% | Reduced |
| GOOG ALPHABET INC-CL C | $72.4M | 6.2% | 25,018 | +109 | +0.4% | Added |
| POSHEUR POSHMARK INC-CLASS A | $56.3M | 4.8% | 3,306,561 | +3,306,561 | — | New |
| 628 SEMRUSH HOLDINGS INC-A | $54.6M | 4.7% | 2,616,838 | +66,113 | +2.6% | Added |
| UPWK UPWORK INC | $49.3M | 4.2% | 1,443,618 | −176,348 | −10.9% | 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.