Q1 2026 Holdings
Filed 2026-05-15 | 9 holdings | $125.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Coupang Inc(CPNG) | CL A | 22266T109 | $20.2M | 1,069,897 | 16.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.8M | 50,859 | 15.1% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $18.4M | 595,432 | 14.7% |
| Flutter Entmt PLC(FLUT) | SHS | G3643J108 | $13.7M | 134,766 | 11.0% |
| Goosehead INS Inc(GSHD) | COM CL A | 38267D109 | $11.5M | 269,322 | 9.2% |
| Grocery Outlet Hldg Corp(GO) | COM | 39874R101 | $11.4M | 1,619,274 | 9.1% |
| Shenandoah Telecommunication(SHEN) | COM | 82312B106 | $11.2M | 726,445 | 9.0% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $10.8M | 6,343,497 | 8.6% |
| Klarna Group PLC(KLAR) | SHS | G5279N105 | $9.0M | 690,366 | 7.2% |