Q1 2026 Holdings
Filed 2026-05-15 | 10 holdings | $137.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Unity Software Inc(U) | COM | 91332U101 | $30.7M | 1,399,900 | 22.3% |
| Bloom Energy Corp(BE) | COM CL A | 093712107 | $27.8M | 205,276 | 20.2% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $15.8M | 190,900 | 11.5% |
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $13.3M | 64,600 | 9.7% |
| Aeva Technologies Inc(AEVA) | COM NEW | 00835Q202 | $10.6M | 807,021 | 7.7% |
| Mercadolibre Inc(MELI) | COM | 58733R102 | $9.6M | 5,567 | 7.0% |
| Robinhood Mkts Inc(HOOD) | COM CL A | 770700102 | $9.2M | 133,000 | 6.7% |
| Carvana Co(CVNA) | CL A | 146869102 | $8.3M | 26,340 | 6.0% |
| Pony AI Inc(PONY) | SPONSORED ADS | 732908108 | $7.9M | 839,900 | 5.8% |
| Toast Inc(TOST) | CL A | 888787108 | $4.1M | 156,162 | 3.0% |