| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD | 11.42% | 11,993,659 | $654,014,225 | -3,302,882 | -21.59% | $54.53 | 13F |
| RBLX | ROBLOX CORP | 10.21% | 10,101,096 | $584,449,415 | -1,644,107 | -14% | $57.86 | 13F |
| TEAM | ATLASSIAN CORPORATION | 7.72% | 1,816,027 | $441,984,651 | -1,835,091 | -50.26% | $243.38 | 13F |
| DUOL | DUOLINGO INC | 6.02% | 1,063,920 | $344,954,782 | -475,028 | -30.87% | $324.23 | 13F |
| DAY | DAYFORCE INC | 4.9% | 3,860,525 | $280,428,536 | -3,758,749 | -49.33% | $72.64 | 13F |
| JAMF | JAMF HLDG CORP | 3.3% | 13,450,843 | $188,984,344 | -2,936,175 | -17.92% | $14.05 | 13F |
| DASH | DOORDASH INC | 3.13% | 1,069,006 | $179,325,757 | -994,997 | -48.21% | $167.75 | 13F |
| ZI | ZOOMINFO TECHNOLOGIES INC | 1.16% | 6,323,331 | $66,458,209 | -15,796,734 | -71.41% | $10.51 | 13F |
| BZ | KANZHUN LIMITED | 0.97% | 4,038,315 | $55,728,747 | -6,980,780 | -63.35% | $13.8 | 13F |