Q1 2026 Holdings
Filed 2026-05-15 | 10 holdings | $75.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Datadog Inc(DDOG) | CLASS A | 23804L103 | $13.3M | 112,746 | 17.7% |
| Block Inc(XYZ) | CLASS A | 852234103 | $9.9M | 164,656 | 13.2% |
| Snowflake Inc(SNOW) | CLASS A | 833445109 | $9.5M | 63,094 | 12.6% |
| Shopify Inc(SHOP) | CLASS A | 82509L107 | $9.5M | 79,771 | 12.6% |
| Reddit Inc(RDDT) | CLASS A | 75734B100 | $8.8M | 65,307 | 11.7% |
| Monday.com LTD(MNDY) | ORD | M7S64H106 | $7.8M | 113,468 | 10.4% |
| Procore Technologies Inc(PCOR) | COM | 74275K108 | $6.2M | 108,193 | 8.2% |
| Crowdstrike Inc(CRWD) | CLASS A | 22788C105 | $5.0M | 12,797 | 6.6% |
| Duolingo Inc(DUOL) | CLASS A | 26603R106 | $4.1M | 41,288 | 5.4% |
| Cloudflare Inc(NET) | CLASS A | 18915M107 | $1.2M | 5,660 | 1.6% |