Holdings
| META META PLATFORMS INC-CLASS A | $136.7M | 17.6% | 386,133 | −83,051 | −17.7% | Reduced |
| SMARGBP SMARTSHEET INC-CLASS A | $121.8M | 15.7% | 2,546,032 | −148,264 | −5.5% | Reduced |
| GOOG ALPHABET INC-CL C | $120.9M | 15.5% | 857,647 | −49,963 | −5.5% | Reduced |
| WIX WIX.COM LTD | $94.2M | 12.1% | 765,585 | −464,042 | −37.7% | Reduced |
| HRI HERC HOLDINGS INC | $77.0M | 9.9% | 516,894 | +83,755 | +19.3% | Added |
| PYPL PAYPAL HOLDINGS INC | $75.5M | 9.7% | 1,228,720 | −71,583 | −5.5% | Reduced |
| DHR DANAHER CORP | $72.8M | 9.4% | 314,516 | +314,516 | — | New |
| UPWK UPWORK INC | $41.6M | 5.3% | 2,797,446 | −1,676,840 | −37.5% | Reduced |
| 628 SEMRUSH HOLDINGS INC-A | $37.7M | 4.8% | 2,760,039 | −226,749 | −7.6% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| DIS WALT DISNEY CO | 627,314 | $50.8M |
| DG DOLLAR GENERAL CORP | 272,822 | $28.9M |
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.