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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD | 10.21% | 14,734,024 | $534,403,050 | 1,288,829 | 9.59% | $36.27 | 13F |
| RBLX | ROBLOX CORP | 8.35% | 11,745,203 | $437,039,004 | 2,488,044 | 26.88% | $37.21 | 13F |
| PDD | PDD HOLDINGS INC | 6.66% | 2,620,838 | $348,440,412 | 1,540,346 | 142.56% | $132.95 | 13F |
| DASH | DOORDASH INC | 5.92% | 2,847,537 | $309,755,075 | 1,246,567 | 77.86% | $108.78 | 13F |
| CCCS | CCC INTELLIGENT SOLUTIONS HL | 3.38% | 15,904,993 | $176,704,472 | 3,809,200 | 31.49% | $11.11 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 2.84% | 2,243,431 | $148,761,910 | 1,609,607 | 253.95% | $66.31 | 13F |