| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | -1,733,266 | Exited | 13F | ||||
| COMP | COMPASS INC | -3,757,979 | Exited | 13F | ||||
| MPWR | MONOLITHIC PWR SYS INC | -50,150 | Exited | 13F | ||||
| PDD | PDD HOLDINGS INC | -199,016 | Exited | 13F | ||||
| TOST | TOAST INC | -1,398,509 | Exited | 13F | ||||
| WIX | WIX COM LTD | -487,032 | Exited | 13F |