| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PCOR | PROCORE TECHNOLOGIES INC | 11.69% | 1,077,913 | $78,601,416 | -483,700 | -30.97% | $72.92 | 13F |
| INTU | INTUIT | 11.61% | 114,369 | $78,103,734 | -24,454 | -17.62% | $682.91 | 13F |
| CSGP | COSTAR GROUP INC | 11.24% | 896,034 | $75,598,389 | -460,026 | -33.92% | $84.37 | 13F |
| BRZE | BRAZE INC | 7.82% | 1,848,244 | $52,564,059 | -671,356 | -26.65% | $28.44 | 13F |
| NCNO | NCINO INC | 6.26% | 1,553,659 | $42,119,695 | -1,334,107 | -46.2% | $27.11 | 13F |