Q1 2022 Holdings
Filed 2022-05-17 | 16 holdings | $277.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $241.0M | 2,203,830 | 86.9% |
| Chegg Inc(CHGG) | COM | 163092109 | $34.4M | 947,321 | 12.4% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $362.9K | 4,080,202 | 0.1% |
| Purecycle Technologies Inc(PCT) | COM | 74623V103 | $233.5K | 29,193,256 | 0.1% |
| Impinj Inc(PI) | COM | 453204109 | $215.9K | 3,397,337 | 0.1% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $214.8K | 24,832,257 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $198.3K | 9,890,530 | 0.1% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $176.3K | 14,003,203 | 0.1% |
| Five9 Inc(FIVN) | COM | 338307101 | $165.6K | 1,499,718 | 0.1% |
| Freyr Battery | SHS | L4135L100 | $156.8K | 12,785,564 | 0.1% |
| Aeva Technologies Inc | COM | 00835Q103 | $116.2K | 26,828,400 | 0.0% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $57.0K | 1,482,937 | 0.0% |
| Chindata Group Hldgs LTD | ADS | 16955F107 | $44.9K | 7,111,992 | 0.0% |
| MYT Netherlands Parent B V(LUXE) | ADS | 55406W103 | $42.1K | 3,444,904 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $39.7K | 990,577 | 0.0% |
| Renewable Energy Group Inc | COM NEW | 75972A301 | $22.7K | 2,759,876 | 0.0% |