Q4 2024 Holdings
Filed 2025-02-10 | 11 holdings | $279.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cloudflare Inc(NET) | CL A COM | 18915M107 | $38.7M | 359,000 | 13.8% |
| Spotify Technology S A(SPOT) | SHS | L8681T102 | $37.6M | 84,000 | 13.5% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $36.3M | 341,750 | 13.0% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $28.5M | 1,296,500 | 10.2% |
| Reddit Inc(RDDT) | CL A | 75734B100 | $26.9M | 164,500 | 9.6% |
| Doordash Inc(DASH) | CL A | 25809K105 | $24.2M | 114,200 | 8.7% |
| Duolingo Inc(DUOL) | CL A COM | 26603R106 | $20.5M | 63,250 | 7.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $20.1M | 104,500 | 7.2% |
| Block Inc(XYZ) | CL A | 852234103 | $17.2M | 202,500 | 6.2% |
| Appfolio Inc(APPF) | COM CL A | 03783C100 | $16.2M | 65,500 | 5.8% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $13.3M | 125,000 | 4.8% |