Q1 2025 Holdings
Filed 2025-05-15 | 10 holdings | $112.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monday.com LTD(MNDY) | ORD | M7S64H106 | $25.6M | 105,100 | 22.8% |
| Block Inc(XYZ) | CLASS A | 852234103 | $12.3M | 225,563 | 10.9% |
| Duolingo Inc(DUOL) | CLASS A | 26603R106 | $12.0M | 38,586 | 10.7% |
| Spotify Technology SA(SPOT) | ORD | L8681T102 | $11.7M | 21,328 | 10.5% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $11.7M | 176,817 | 10.4% |
| Datadog Inc(DDOG) | CLASS A | 23804L103 | $11.6M | 116,918 | 10.3% |
| Snowflake Inc(SNOW) | CLASS A | 833445109 | $10.8M | 73,570 | 9.6% |
| Shopify Inc(SHOP) | CLASS A | 82509L107 | $7.0M | 72,910 | 6.2% |
| Cloudflare Inc(NET) | CLASS A | 18915M107 | $5.3M | 46,617 | 4.7% |
| Crowdstrike Inc(CRWD) | CLASS A | 22788C105 | $4.5M | 12,638 | 4.0% |