Q1 2026 Holdings
Filed 2026-05-15 | 10 holdings | $2.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $1.3B | 4,202,834 | 57.5% |
| Coupang Inc(CPNG) | CL A | 22266T109 | $485.3M | 25,704,927 | 21.1% |
| Navan Inc(NAVN) | CL A | 639193101 | $190.0M | 14,349,328 | 8.3% |
| Servicetitan Inc(TTAN) | SHS CL A | 81764X103 | $79.0M | 1,244,725 | 3.4% |
| Doordash Inc(DASH) | CL A | 25809K105 | $75.1M | 500,000 | 3.3% |
| Klaviyo Inc(KVYO) | COM SER A | 49845K101 | $45.1M | 2,316,796 | 2.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $43.9M | 250,000 | 1.9% |
| Figma Inc(FIG) | CLASS A COM STK | 316841105 | $31.7M | 1,500,000 | 1.4% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $15.4M | 74,000 | 0.7% |
| BBB Foods Inc(TBBB) | CL A COM | G0896C103 | $9.9M | 279,720 | 0.4% |