Q2 2026 Holdings
Filed 2026-08-14 | 5 holdings | $368.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Servicetitan Inc(TTAN) | SHS CL A | 81764X103 | $182.9M | 2,587,094 | 49.7% |
| Braze Inc(BRZE) | COM CL A | 10576N102 | $100.4M | 4,628,289 | 27.3% |
| Kodiak AI Inc.(KDK) | COM | 500081104 | $57.7M | 11,356,669 | 15.7% |
| Champions Oncology Inc(CSBR) | COM NEW | 15870P307 | $14.9M | 2,421,673 | 4.1% |
| Sprinklr Inc(CXM) | CL A | 85208T107 | $12.4M | 2,396,334 | 3.4% |