Q1 2025 Holdings
Filed 2025-05-15 | 7 holdings | $970.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Appian Corp(APPN) | CL A | 03782L101 | $293.3M | 10,179,538 | 30.2% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $164.8M | 477,021 | 17.0% |
| Floor & Decor Holdings Inc(FND) | CL A | 339750101 | $131.4M | 1,632,481 | 13.5% |
| Bill Holdings Inc(BILL) | COM | 090043100 | $128.4M | 2,797,625 | 13.2% |
| Toast Inc(TOST) | CL A | 888787108 | $119.6M | 3,604,479 | 12.3% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $82.4M | 2,311,201 | 8.5% |
| Affirm Hldgs Inc(AFRM) | COM CL A | 00827B106 | $50.3M | 1,113,427 | 5.2% |