Q1 2024 Holdings
Filed 2024-05-15 | 10 holdings | $860.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Meta Platforms Inc(META) | CL A | 30303M102 | $139.5M | 287,226 | 16.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $128.9M | 846,297 | 15.0% |
| WIX COM LTD(WIX) | SHS | M98068105 | $103.9M | 755,440 | 12.1% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $96.7M | 2,512,328 | 11.2% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $81.2M | 1,212,462 | 9.4% |
| Danaher Corporation(DHR) | COM | 235851102 | $77.5M | 310,364 | 9.0% |
| Herc Hldgs Inc(HRI) | COM | 42704L104 | $74.9M | 444,769 | 8.7% |
| Autozone Inc(AZO) | COM | 053332102 | $73.4M | 23,282 | 8.5% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $50.5M | 3,805,121 | 5.9% |
| Upwork Inc(UPWK) | COM | 91688F104 | $33.8M | 2,760,387 | 3.9% |