Q2 2024 Holdings
Filed 2024-08-14 | 11 holdings | $81.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ituran Location & Control LTD CMN(ITRN) | SHS | M6158M104 | $14.4M | 583,889 | 17.8% |
| Cargurus, Inc. CMN(CARG) | CL A | 141788109 | $14.1M | 538,112 | 17.4% |
| Pinterest Inc CMN Class A(PINS) | CL A | 72352L106 | $12.8M | 290,058 | 15.8% |
| Udemy, Inc. CMN(UDMY) | COM | 902685106 | $12.0M | 1,385,558 | 14.8% |
| Kornit Digital Ltd. CMN(KRNT) | SHS | M6372Q113 | $11.7M | 796,975 | 14.4% |
| ACV Auctions Inc Cmn(ACVA) | COM | 00091G104 | $6.2M | 337,932 | 7.6% |
| Radcom LTD CMN(RDCM) | SHS NEW | M81865111 | $5.7M | 605,814 | 7.0% |
| Camtek LTD CMN(CAMT) | COM | M20791105 | $1.5M | 11,750 | 1.8% |
| Onto Innovation Inc CMN(ONTO) | COM | 683344105 | $1.3M | 6,090 | 1.7% |
| Coursera Inc. CMN(COUR) | COM | 22266M104 | $1.3M | 174,911 | 1.6% |
| Trivago(TRVG) | SPON ADS A SHS N | 89686D303 | $200.6K | 99,802 | 0.2% |