Q2 2022 Holdings
Filed 2022-08-16 | 17 holdings | $191.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $172.5M | 2,255,894 | 90.2% |
| Chegg Inc(CHGG) | COM | 163092109 | $17.2M | 914,740 | 9.0% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $304.3K | 4,496,835 | 0.2% |
| Purecycle Technologies Inc(PCT) | COM | 74623V103 | $216.6K | 29,193,256 | 0.1% |
| Impinj Inc(PI) | COM | 453204109 | $199.3K | 3,397,337 | 0.1% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $143.8K | 30,529,038 | 0.1% |
| Five9 Inc(FIVN) | COM | 338307101 | $138.5K | 1,519,539 | 0.1% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $102.7K | 10,032,882 | 0.1% |
| Freyr Battery | SHS | L4135L100 | $85.4K | 12,490,291 | 0.0% |
| Aeva Technologies Inc | COM | 00835Q103 | $84.8K | 27,101,533 | 0.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $73.1K | 14,191,872 | 0.0% |
| Zendesk Inc | COM | 98936J101 | $56.1K | 756,902 | 0.0% |
| Chindata Group Hldgs LTD | ADS | 16955F107 | $55.9K | 7,208,216 | 0.0% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $55.6K | 899,020 | 0.0% |
| MYT Netherlands Parent B V(LUXE) | ADS | 55406W103 | $32.8K | 3,323,129 | 0.0% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $24.9K | 1,477,232 | 0.0% |
| Renew Energy Global PLC(RNW) | CL A SHS | G7500M104 | $16.7K | 2,580,270 | 0.0% |