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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | 16.21% | 287,226 | $139,471,201 | -98,907 | -25.61% | $485.58 | 13F |
| GOOG | ALPHABET INC | 14.98% | 846,297 | $128,857,181 | -11,350 | -1.32% | $152.26 | 13F |
| WIX | WIX COM LTD | 12.07% | 755,440 | $103,857,891 | -10,145 | -1.33% | $137.48 | 13F |
| SMAR | SMARTSHEET INC | 11.24% | 2,512,328 | $96,724,628 | -33,704 | -1.32% | $38.5 | 13F |
| PYPL | PAYPAL HLDGS INC | 9.44% | 1,212,462 | $81,222,829 | -16,258 | -1.32% | $66.99 | 13F |
| DHR | DANAHER CORPORATION | 9.01% | 310,364 | $77,504,098 | -4,152 | -1.32% | $249.72 | 13F |
| HRI | HERC HLDGS INC | 8.7% | 444,769 | $74,854,623 | -72,125 | -13.95% | $168.3 | 13F |
| AZO | AUTOZONE INC | 8.53% | 23,282 | $73,376,715 | 23,282 | New | $3151.65 | 13F |
| SEMR | SEMRUSH HLDGS INC | 5.87% | 3,805,121 | $50,455,904 | 1,045,082 | 37.86% | $13.26 | 13F |
| UPWK | UPWORK INC | 3.93% | 2,760,387 | $33,842,345 | -37,059 | -1.32% | $12.26 | 13F |