Q4 2024 Holdings
Filed 2025-02-13 | 10 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $225.8M | 379,949 | 18.4% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $195.1M | 1,835,191 | 15.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $181.4M | 826,844 | 14.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $135.4M | 231,201 | 11.0% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $125.7M | 1,167,240 | 10.2% |
| Datadog Inc(DDOG) | CL A COM | 23804L103 | $116.5M | 815,345 | 9.5% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $74.9M | 379,507 | 6.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $64.4M | 159,489 | 5.2% |
| Monday COM LTD(MNDY) | SHS | M7S64H106 | $58.6M | 249,059 | 4.8% |
| Microsoft ORD(MSFT) | COM | 594918104 | $51.2M | 121,444 | 4.2% |