Q1 2026 Holdings
Filed 2026-05-13 | 11 holdings | $53.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Impinj Inc(PI) | COM | 453204109 | $7.2M | 70,207 | 13.6% |
| Fabrinet SHS(FN) | COM | G3323L100 | $6.8M | 13,021 | 12.8% |
| WIX COM LTD(WIX) | SHS | M98068105 | $6.7M | 74,924 | 12.7% |
| Elastic NV(ESTC) | COM | N14506104 | $6.1M | 122,548 | 11.6% |
| Sitime Corp(SITM) | COM | 82982T106 | $5.6M | 16,242 | 10.6% |
| Harmonic(HLIT) | COM | 413160102 | $5.1M | 565,065 | 9.6% |
| Twilio Inc(TWLO) | CL A | 90138F102 | $4.7M | 36,999 | 8.8% |
| Everquote Inc(EVER) | COM CL A | 30041R108 | $4.6M | 297,024 | 8.6% |
| Kornit Digital LTD(KRNT) | SHS | M6372Q113 | $3.5M | 238,437 | 6.6% |
| Amplitude Inc(AMPL) | COM CL A | 03213A104 | $2.2M | 318,823 | 4.1% |
| Ambiq Micro Inc(AMBQ) | COMMON STOCK | 023193105 | $539.3K | 21,222 | 1.0% |