Q4 2022 Holdings
Filed 2023-02-15 | 18 holdings | $1.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Impinj Inc(PI) | COM | 453204109 | $298.8M | 2,736,388 | 16.8% |
| Elastic N V(ESTC) | ORD SHS | N14506104 | $235.1M | 4,565,679 | 13.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $203.7M | 3,145,528 | 11.5% |
| Purecycle Technologies Inc(PCT) | COM | 74623V103 | $197.3M | 29,193,256 | 11.1% |
| Five9 Inc(FIVN) | COM | 338307101 | $169.3M | 2,495,298 | 9.5% |
| Pagseguro Digital LTD(PAGS) | COM CL A | G68707101 | $112.3M | 12,851,840 | 6.3% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $98.7M | 48,956 | 5.6% |
| Pinduoduo Inc(PDD) | SPONSORED ADS | 722304102 | $73.9M | 906,722 | 4.2% |
| Freyr Battery | SHS | L4135L100 | $71.8M | 8,273,750 | 4.0% |
| 8X8 Inc New(EGHT) | COM | 282914100 | $61.9M | 14,328,391 | 3.5% |
| Chindata Group Hldgs LTD | ADS | 16955F107 | $48.4M | 6,076,176 | 2.7% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $37.6M | 32,436,371 | 2.1% |
| Aeva Technologies Inc | COM | 00835Q103 | $36.9M | 27,101,533 | 2.1% |
| MYT Netherlands Parent B V(LUXE) | ADS | 55406W103 | $34.6M | 3,888,808 | 2.0% |
| New Oriental ED & Technology(N1UA) | SPON ADR | 647581206 | $30.9M | 888,051 | 1.7% |
| Taskus Inc(TASK) | CLASS A COM | 87652V109 | $25.2M | 1,489,256 | 1.4% |
| Chegg Inc(CHGG) | COM | 163092109 | $23.0M | 911,924 | 1.3% |
| Renew Energy Global PLC(RNW) | CL A SHS | G7500M104 | $14.2M | 2,574,462 | 0.8% |