Holdings
| WIX WIX.COM LTD | $124.2M | 12.8% | 578,741 | +24,847 | +4.5% | Added |
| META META PLATFORMS INC-CLASS A | $121.9M | 12.6% | 208,247 | −24,422 | −10.5% | Reduced |
| GOOG ALPHABET INC-CL C | $121.7M | 12.5% | 639,218 | +187,600 | +41.5% | Added |
| AZO AUTOZONE INC | $120.3M | 12.4% | 37,570 | +8,112 | +27.5% | Added |
| PYPL PAYPAL HOLDINGS INC | $111.1M | 11.4% | 1,301,183 | +138,660 | +11.9% | Added |
| DHR DANAHER CORP | $90.6M | 9.3% | 394,791 | +97,299 | +32.7% | Added |
| SMARGBP SMARTSHEET INC-CLASS A | $81.1M | 8.4% | 1,447,727 | −45,559 | −3.1% | Reduced |
| SPT SPROUT SOCIAL INC - CLASS A | $70.8M | 7.3% | 2,306,149 | +330,155 | +16.7% | Added |
| HRI HERC HOLDINGS INC | $51.7M | 5.3% | 272,903 | −153,157 | −35.9% | Reduced |
| UPWK UPWORK INC | $49.8M | 5.1% | 3,045,142 | +397,997 | +15.0% | Added |
| 628 SEMRUSH HOLDINGS INC-A | $26.8M | 2.8% | 2,258,481 | +144,534 | +6.8% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| APP APPLOVIN CORP-CLASS A | 698,796 | $91.2M |
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.