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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC | 16.62% | 565,036 | $44,473,984 | -318,405 | -36.04% | $78.71 | 13F |
| AMZN | AMAZON COM INC | 14.51% | 186,499 | $38,842,147 | 68,061 | 57.47% | $208.27 | 13F |
| BABA | ALIBABA GROUP HLDG LTD | 13.61% | 290,261 | $36,416,145 | -87,894 | -23.24% | $125.46 | 13F |
| ZS | ZSCALER INC | 10.51% | 200,416 | $28,116,361 | 200,416 | New | $140.29 | 13F |
| BRZE | BRAZE INC | 9.81% | 1,112,099 | $26,256,657 | -360,906 | -24.5% | $23.61 | 13F |
| INTU | INTUIT | 6.61% | 40,939 | $17,701,205 | -9,782 | -19.29% | $432.38 | 13F |
| FWONK | LIBERTY MEDIA CORP DEL | 6.45% | 202,928 | $17,252,939 | -168,901 | -45.42% | $85.02 | 13F |
| CPNG | COUPANG INC | 6.39% | 906,291 | $17,110,774 | 906,291 | New | $18.88 | 13F |
| CSGP | COSTAR GROUP INC | 5.11% | 339,081 | $13,678,528 | -618,476 | -64.59% | $40.34 | 13F |
| PCOR | PROCORE TECHNOLOGIES INC | 4.62% | 216,756 | $12,355,092 | -464,780 | -68.2% | $57 | 13F |
| GDS | GDS HLDGS LTD | 3.34% | 221,782 | $8,935,597 | 221,782 | New | $40.29 | 13F |
| CEG | CONSTELLATION ENERGY CORP | 2.42% | 23,167 | $6,469,385 | 23,167 | New | $279.25 | 13F |
| BLND | BLEND LABS INC | -9,024,099 | Exited | 13F | ||||
| FOUR | SHIFT4 PMTS INC | -1,148,861 | Exited | 13F | ||||
| MNDY | MONDAY COM LTD | -253,959 | Exited | 13F |