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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| SAIL | SAILPOINT INC | 3.53% | 8,000,000 | $105,920,000 | No Change | $13.24 | 13F | |
| NU | NU HLDGS LTD | 2.37% | 4,954,299 | $71,193,277 | No Change | $14.37 | 13F | |
| TTAN | SERVICETITAN INC | 2.12% | 1,000,885 | $63,516,162 | No Change | $63.46 | 13F | |
| CCC | CCC INTELLIGENT SOLUTIONS HL | 1.84% | 9,196,301 | $55,177,806 | No Change | $6 | 13F | |
| DDOG | DATADOG INC | 1.07% | 271,800 | $32,085,990 | No Change | $118.05 | 13F | |
| ROOT | ROOT INC | 0.23% | 154,320 | $6,816,314 | No Change | $44.17 | 13F | |
| WLTH | WEALTHFRONT CORP | 0.2% | 654,338 | $6,052,627 | No Change | $9.25 | 13F | |
| GTM | ZOOMINFO TECHNOLOGIES INC | 0.13% | 670,000 | $4,006,600 | No Change | $5.98 | 13F |