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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| APPN | APPIAN CORP | 20.81% | 10,179,538 | $343,559,408 | 10,265 | 0.10% | Form 4 | |
| BILL | BILL HOLDINGS INC | 16.36% | 5,121,139 | $270,191,294 | 1,666,316 | 48.23% | $52.76 | 13F |
| HUBS | HUBSPOT INC | 16.28% | 505,755 | $268,859,358 | -94,078 | -15.68% | $531.6 | 13F |
| TOST | TOAST INC | 14.66% | 8,550,701 | $242,070,345 | No Change | $28.31 | 13F | |
| GLBE | GLOBAL E ONLINE LTD | 13.80% | 5,927,495 | $227,852,908 | -849,000 | -12.53% | $38.44 | 13F |
| FND | FLOOR & DECOR HLDGS INC | 12.99% | 1,727,731 | $214,532,358 | No Change | $124.17 | 13F | |
| AFRM | AFFIRM HLDGS INC | 5.09% | 2,059,737 | $84,078,464 | No Change | $40.82 | 13F |