Q1 2026 Holdings
Filed 2026-05-15 | 8 holdings | $988.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Navan Inc(NAVN) | CL A | 639193101 | $661.0M | 49,921,454 | 66.9% |
| Servicenow Inc(NOW) | COM | 81762P102 | $160.0M | 1,530,400 | 16.2% |
| Personalis Inc(PSNL) | COM | 71535D106 | $52.0M | 8,160,734 | 5.3% |
| Kodiak AI Inc.(KDK) | COM | 500081104 | $50.9M | 7,340,475 | 5.2% |
| Blend Labs Inc(BLND) | CL A | 09352U108 | $39.3M | 23,127,237 | 4.0% |
| Olema Pharmaceuticals Inc(OLMA) | COM | 68062P106 | $20.2M | 1,355,299 | 2.0% |
| Figma Inc(FIG) | CLASS A COM STK | 316841105 | $3.9M | 183,511 | 0.4% |
| Diginex LTD(DGNX) | ORD SHS | G28687104 | $678.4K | 1,412,938 | 0.1% |