| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| WIX | WIX COM LTD | 12.8% | 578,741 | $124,168,882 | 24,847 | 4.49% | $214.55 | 13F |
| GOOG | ALPHABET INC | 12.55% | 639,218 | $121,732,676 | 187,600 | 41.54% | $190.44 | 13F |
| AZO | AUTOZONE INC | 12.4% | 37,570 | $120,299,140 | 8,112 | 27.54% | $3202 | 13F |
| PYPL | PAYPAL HLDGS INC | 11.45% | 1,301,183 | $111,055,969 | 138,660 | 11.93% | $85.35 | 13F |
| DHR | DANAHER CORPORATION | 9.34% | 394,791 | $90,624,274 | 97,299 | 32.71% | $229.55 | 13F |
| SPT | SPROUT SOCIAL INC | 7.3% | 2,306,149 | $70,821,836 | 330,155 | 16.71% | $30.71 | 13F |
| UPWK | UPWORK INC | 5.13% | 3,045,142 | $49,788,072 | 397,997 | 15.03% | $16.35 | 13F |
| SEMR | SEMRUSH HLDGS INC | 2.77% | 2,258,481 | $26,830,754 | 144,534 | 6.84% | $11.88 | 13F |