Q4 2024 Holdings
Filed 2025-02-14 | 11 holdings | $970.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WIX COM LTD(WIX) | SHS | M98068105 | $124.2M | 578,741 | 12.8% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $121.9M | 208,247 | 12.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $121.7M | 639,218 | 12.5% |
| Autozone Inc(AZO) | COM | 053332102 | $120.3M | 37,570 | 12.4% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $111.1M | 1,301,183 | 11.4% |
| Danaher Corporation(DHR) | COM | 235851102 | $90.6M | 394,791 | 9.3% |
| Smartsheet Inc(SMARGBP) | COM CL A | 83200N103 | $81.1M | 1,447,727 | 8.4% |
| Sprout Social Inc(SPT) | COM CL A | 85209W109 | $70.8M | 2,306,149 | 7.3% |
| Herc Hldgs Inc(HRI) | COM | 42704L104 | $51.7M | 272,903 | 5.3% |
| Upwork Inc(UPWK) | COM | 91688F104 | $49.8M | 3,045,142 | 5.1% |
| Semrush Hldgs Inc(SEMR) | CL A COM | 81686C104 | $26.8M | 2,258,481 | 2.8% |