Q2 2025 Holdings
Filed 2025-08-14 | 8 holdings | $69.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Kanzhun Limited(BZ) | SPONSORED ADS | 48553T106 | $42.2M | 2,366,764 | 61.0% |
| Ibotta Inc(IBTA) | CLASS A COM SHS | 451051106 | $14.9M | 405,782 | 21.5% |
| Quantasing Group LTD(HERE) | ADS | 74767N107 | $7.3M | 770,651 | 10.5% |
| Agora Inc(API) | ADS | 00851L103 | $2.9M | 750,000 | 4.1% |
| Bigcommerce Hldgs Inc(CMRC) | COM SER 1 | 08975P108 | $748.6K | 149,721 | 1.1% |
| Servicetitan Inc(TTAN) | SHS CL A | 81764X103 | $661.1K | 6,168 | 1.0% |
| Blaize Hldgs Inc(BZAI) | COM | 092915107 | $487.7K | 163,670 | 0.7% |
| Opendoor Technologies Inc(OPEN) | COM | 683712103 | $50.2K | 94,234 | 0.1% |