Holdings
| SMARGBP SMARTSHEET INC-CLASS A | $151.4M | 22.0% | 3,846,551 | +231,379 | +6.4% | Added |
| WIX WIX.COM LTD | $123.2M | 17.9% | 1,603,578 | −371,413 | −18.8% | Reduced |
| META META PLATFORMS INC-CLASS A | $119.4M | 17.4% | 992,042 | +196,239 | +24.7% | Added |
| ROKU ROKU INC | $68.3M | 9.9% | 1,677,711 | +182,849 | +12.2% | Added |
| DIS WALT DISNEY CO | $64.9M | 9.4% | 746,469 | −32,033 | −4.1% | Reduced |
| PYPL PAYPAL HOLDINGS INC | $53.1M | 7.7% | 745,950 | −31,959 | −4.1% | Reduced |
| GOOG ALPHABET INC-CL C | $50.7M | 7.4% | 570,922 | −24,610 | −4.1% | Reduced |
| 628 SEMRUSH HOLDINGS INC-A | $28.9M | 4.2% | 3,548,943 | −35,639 | −1.0% | Reduced |
| UPWK UPWORK INC | $28.1M | 4.1% | 2,688,611 | −116,050 | −4.1% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| POSHEUR POSHMARK INC-CLASS A | 4,984,927 | $78.1M |
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.