Q4 2024 Holdings
Filed 2025-02-14 | 8 holdings | $109.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monday.com LTD(MNDY) | ORD | M7S64H106 | $23.9M | 101,522 | 21.9% |
| Block Inc(XYZ) | CLASS A | 852234103 | $15.6M | 183,433 | 14.3% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $13.7M | 183,351 | 12.6% |
| Spotify Technology SA(SPOT) | ORD | L8681T102 | $13.5M | 30,246 | 12.4% |
| Duolingo Inc(DUOL) | CLASS A | 26603R106 | $11.9M | 36,560 | 10.9% |
| Snowflake Inc(SNOW) | CLASS A | 833445109 | $11.6M | 75,382 | 10.7% |
| Datadog Inc(DDOG) | CLASS A | 23804L103 | $11.6M | 81,008 | 10.6% |
| Cloudflare Inc(NET) | CLASS A | 18915M107 | $7.2M | 67,008 | 6.6% |