| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor | 6.1% | 119,699 | $27,110,627 | 8,956 | 8.09% | $226.49 | 13F |
| TOST | Toast, Inc. | 5.71% | 573,784 | $25,412,893 | 54,889 | 10.58% | $44.29 | 13F |
| TEAM | Atlassian Corporation | 5.32% | 116,586 | $23,677,451 | 11,148 | 10.57% | $203.09 | 13F |
| KVYO | Klaviyo, Inc. | 5.32% | 705,258 | $23,682,564 | 174,941 | 32.99% | $33.58 | 13F |
| MDB | MongoDB, Inc | 5.13% | 108,652 | $22,815,833 | 11,933 | 12.34% | $209.99 | 13F |