Q4 2025 Holdings
Filed 2026-02-13 | 8 holdings | $100.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monday.com LTD(MNDY) | ORD | M7S64H106 | $17.7M | 119,645 | 17.7% |
| Datadog Inc(DDOG) | CLASS A | 23804L103 | $15.6M | 114,920 | 15.6% |
| Snowflake Inc(SNOW) | CLASS A | 833445109 | $14.0M | 63,889 | 14.0% |
| Block Inc(XYZ) | CLASS A | 852234103 | $13.4M | 205,189 | 13.4% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $11.0M | 151,015 | 11.0% |
| Reddit Inc(RDDT) | CLASS A | 75734B100 | $10.9M | 47,384 | 10.9% |
| Shopify Inc(SHOP) | CLASS A | 82509L107 | $10.1M | 62,886 | 10.1% |
| Duolingo Inc(DUOL) | CLASS A | 26603R106 | $7.4M | 41,924 | 7.4% |