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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | 6.75% | 16,862,894 | $353,277,629 | -2,362,881 | -12.29% | $20.95 | 13F |
| BZ | KANZHUN LIMITED | 5.35% | 14,892,201 | $280,122,301 | -3,033,312 | -16.92% | $18.81 | 13F |
| JAMF | JAMF HLDG CORP | 5.17% | 16,387,018 | $270,385,797 | -132,503 | -0.8% | $16.5 | 13F |
| SQ | BLOCK INC | 4.16% | 3,373,167 | $217,535,540 | -15,930 | -0.47% | $64.49 | 13F |
| TOST | TOAST INC | 1.71% | 3,473,838 | $89,520,805 | -4,091,314 | -54.08% | $25.77 | 13F |
| DT | DYNATRACE INC | 0.29% | 338,487 | $15,143,908 | -4,239,065 | -92.61% | $44.74 | 13F |