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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 16.92% | 409,153 | $39,270,505 | 118,892 | 40.96% | $95.98 | 13F |
| AMZN | AMAZON COM INC | 16.13% | 157,020 | $37,424,147 | -29,479 | -15.81% | $238.34 | 13F |
| OKTA | OKTA INC | 13.8% | 234,744 | $32,030,819 | -330,292 | -58.46% | $136.45 | 13F |
| ZS | ZSCALER INC | 10.18% | 167,305 | $23,615,101 | -33,111 | -16.52% | $141.15 | 13F |
| CR | CRANE COMPANY | 7.82% | 81,370 | $18,151,206 | 81,370 | New | $223.07 | 13F |
| MSFT | MICROSOFT CORP | 7.31% | 45,495 | $16,970,545 | 45,495 | New | $373.02 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 7% | 170,806 | $16,250,483 | -32,122 | -15.83% | $95.14 | 13F |
| CPNG | COUPANG INC | 6.89% | 920,068 | $15,981,581 | 13,777 | 1.52% | $17.37 | 13F |
| BRZE | BRAZE INC | 5.99% | 641,194 | $13,907,498 | -470,905 | -42.34% | $21.69 | 13F |
| GDS | GDS HLDGS LTD | 4.92% | 380,078 | $11,413,742 | 158,296 | 71.37% | $30.03 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 3.04% | 28,451 | $7,066,375 | 5,284 | 22.81% | $248.37 | 13F |
| CSGP | COSTAR GROUP INC | -339,081 | Exited | 13F | ||||
| INTU | INTUIT | -40,939 | Exited | 13F | ||||
| PCOR | PROCORE TECHNOLOGIES INC | -216,756 | Exited | 13F |