| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD | 6.88% | 10,056,015 | $337,278,743 | 1,708,655 | 20.47% | $33.54 | 13F |
| INSP | INSPIRE MED SYS INC | 6.24% | 2,354,411 | $305,531,915 | 1,056,808 | 81.44% | $129.77 | 13F |
| DDOG | DATADOG INC | 6.18% | 2,254,563 | $302,855,448 | 1,982,763 | 729.49% | $134.33 | 13F |
| DAY | DAYFORCE INC | 5.37% | 4,749,842 | $263,093,748 | 23,592 | 0.5% | $55.39 | 13F |