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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| 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 |
| FWONK | LIBERTY MEDIA CORP DEL | 7% | 170,806 | $16,250,483 | -32,122 | -15.83% | $95.14 | 13F |
| BRZE | BRAZE INC | 5.99% | 641,194 | $13,907,498 | -470,905 | -42.34% | $21.69 | 13F |