Q1 2024 Holdings
Filed 2024-05-14 | 17 holdings | $103.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Uber Technologies Inc(UBER) | COM | 90353T100 | $10.7M | 139,600 | 10.4% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $8.3M | 464,914 | 8.0% |
| Full Truck Alliance Co LTD(YMM) | SPONSORED ADS | 35969L108 | $7.9M | 1,089,400 | 7.7% |
| Servicenow Inc(NOW) | COM | 81762P102 | $7.8M | 10,200 | 7.5% |
| Okta Inc(OKTA) | CL A | 679295105 | $7.2M | 68,941 | 7.0% |
| Paypal Hldgs Inc(PYPL) | COM | 70450Y103 | $7.2M | 106,800 | 6.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $7.1M | 39,200 | 6.8% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $7.0M | 140,100 | 6.8% |
| Grab Holdings Limited(GRAB) | CLASS A ORD | G4124C109 | $6.5M | 2,075,500 | 6.3% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $6.2M | 119,200 | 6.0% |
| PDD Holdings Inc(PDD) | SPONSORED ADS | 722304102 | $6.0M | 51,500 | 5.8% |
| BOX Inc(BOX) | CL A | 10316T104 | $5.7M | 201,500 | 5.5% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $4.9M | 67,700 | 4.7% |
| Flywire Corporation(FLYW) | COM VTG | 302492103 | $4.0M | 161,800 | 3.9% |
| Xpeng Inc(XPEV) | ADS | 98422D105 | $3.8M | 491,800 | 3.6% |
| Domo Inc(DOMO) | COM CL B | 257554105 | $2.3M | 261,400 | 2.3% |
| Snap Inc(SNAP) | CL A | 83304A106 | $944.5K | 24,200 | 0.9% |