Q2 2024 Holdings
Filed 2024-08-13 | 10 holdings | $1.0B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crowdstrike Hldgs Inc(CRWD) | CL A | 22788C105 | $173.3M | 452,323 | 17.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $166.0M | 859,246 | 16.3% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $125.4M | 248,721 | 12.3% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $109.8M | 1,662,057 | 10.8% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $106.8M | 363,099 | 10.5% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $97.1M | 748,580 | 9.5% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $91.6M | 1,105,610 | 9.0% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $61.5M | 354,060 | 6.0% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $57.2M | 237,731 | 5.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $29.4M | 148,560 | 2.9% |