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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | 8.98% | 2,656,057 | $469,803,362 | 2,656,057 | New | $176.88 | 13F |
| DUOL | DUOLINGO INC | 3.91% | 981,302 | $204,768,288 | 981,302 | New | $208.67 | 13F |
| DAY | DAYFORCE INC | 3.69% | 3,896,644 | $193,273,542 | 3,896,644 | New | $49.6 | 13F |
| RBRK | RUBRIK INC. | 0.91% | 1,550,000 | $47,523,000 | 1,550,000 | New | $30.66 | 13F |
| AFRM | AFFIRM HLDGS INC | 0.86% | 1,496,824 | $45,219,053 | 1,496,824 | New | $30.21 | 13F |
| IBTA | IBOTTA INC | 0.36% | 250,000 | $18,790,000 | 250,000 | New | $75.16 | 13F |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | 0.1% | 750,468 | $5,373,351 | 750,468 | New | $7.16 | 13F |
| WAY | WAYSTAR HLDG CORP | 0.08% | 200,000 | $4,300,000 | 200,000 | New | $21.5 | 13F |
| TEM | TEMPUS AI INC | 0.03% | 50,000 | $1,750,000 | 50,000 | New | $35 | 13F |