Q4 2022 Holdings
Filed 2023-01-24 | 13 holdings | $116.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Progyny Inc(PGNY) | COM | 74340E103 | $17.6M | 563,932 | 15.1% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $16.4M | 747,195 | 14.0% |
| H World Group LTD(HTHT) | SPONSORED ADS | 44332N106 | $15.5M | 364,738 | 13.3% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $15.0M | 231,615 | 12.9% |
| Five Below Inc(FIVE) | COM | 33829M101 | $13.7M | 77,634 | 11.8% |
| Netflix Inc(NFLX) | COM | 64110L106 | $7.6M | 25,849 | 6.5% |
| Xometry Inc(XMTR) | CLASS A COM | 98423F109 | $7.1M | 219,298 | 6.1% |
| Toast Inc(TOST) | CL A | 888787108 | $6.6M | 366,562 | 5.7% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $6.4M | 89,520 | 5.5% |
| Doubleverify Hldgs Inc(DV) | COM | 25862V105 | $4.2M | 189,219 | 3.6% |
| Synopsys Inc(SNPS) | COM | 871607107 | $2.9M | 9,114 | 2.5% |
| Ferrari N V(RACE) | COM | N3167Y103 | $1.8M | 8,631 | 1.6% |
| The Realreal Inc(REAL) | COM | 88339P101 | $1.7M | 1,389,960 | 1.5% |