| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| NOW | SERVICENOW INC | 0.9% | 300,000 | $308,424,000 | -279,655 | -48.25% | $1028.08 | 13F |
| CRWD | CROWDSTRIKE HLDGS INC | 0.75% | 500,000 | $254,655,000 | -400,000 | -44.44% | $509.31 | 13F |
| WDAY | WORKDAY INC | 0.7% | 1,000,000 | $240,000,000 | -880,237 | -46.82% | $240 | 13F |
| RERE | ATRENEW INC | 0.1% | 9,831,218 | $32,541,332 | -1,650,000 | -14.37% | $3.31 | 13F |
| ZKH | ZKH GROUP LTD | 0.07% | 7,996,846 | $24,550,317 | -198,607 | -2.42% | $3.07 | 13F |
| DASH | DOORDASH INC | 0.02% | 25,337 | $6,245,824 | -2,170,676 | -98.85% | $246.51 | 13F |