Q1 2024 Holdings
Filed 2024-05-14 | 9 holdings | $985.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $158.3M | 493,933 | 16.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $154.0M | 853,753 | 15.6% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $140.7M | 1,138,696 | 14.3% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $132.7M | 1,370,876 | 13.5% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $127.4M | 1,651,409 | 12.9% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $107.0M | 220,427 | 10.9% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $85.4M | 273,021 | 8.7% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $53.3M | 236,172 | 5.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $25.9M | 147,617 | 2.6% |