Q4 2024 Holdings
Filed 2025-02-13 | 9 holdings | $73.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kornit Digital Ltd. CMN(KRNT) | SHS | M6372Q113 | $15.1M | 487,262 | 20.5% |
| Ituran Location & Control LTD CMN(ITRN) | SHS | M6158M104 | $10.0M | 320,297 | 13.6% |
| Cargurus, Inc. CMN(CARG) | CL A | 141788109 | $9.8M | 268,824 | 13.4% |
| ACV Auctions Inc Cmn(ACVA) | COM | 00091G104 | $9.1M | 422,919 | 12.4% |
| Pinterest Inc CMN Class A(PINS) | CL A | 72352L106 | $8.5M | 291,658 | 11.5% |
| Udemy, Inc. CMN(UDMY) | COM | 902685106 | $6.9M | 837,901 | 9.4% |
| Radcom LTD CMN(RDCM) | SHS NEW | M81865111 | $6.8M | 548,456 | 9.2% |
| Coursera Inc. CMN(COUR) | COM | 22266M104 | $3.7M | 438,362 | 5.1% |
| Doubleverify Holdings(DV) | COM | 25862V105 | $3.5M | 183,000 | 4.8% |