Q1 2026 Holdings
Filed 2026-04-09 | 13 holdings | $148.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $29.8K | 11,809 | 20.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $19.0K | 124,338 | 12.8% |
| Workiva Inc(WK) | COM CL A | 98139A105 | $16.0K | 184,108 | 10.8% |
| SEA LTD Sponsord ADS(SE) | SPONSORD ADS | 81141R100 | $13.8K | 114,385 | 9.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $11.8K | 21,773 | 7.9% |
| Workday Inc(WDAY) | CL A | 98138H101 | $10.6K | 55,657 | 7.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $10.4K | 24,814 | 7.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $8.7K | 19,791 | 5.9% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.7K | 28,542 | 5.9% |
| Tradeweb Mkts Inc(TW) | CL A | 892672106 | $5.9K | 34,300 | 4.0% |
| Pinterest Inc(PINS) | CL A | 72352L106 | $4.8K | 179,770 | 3.2% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $4.5K | 32,894 | 3.0% |
| Veeva SYS Inc(VEEV) | CL A COM | 922475108 | $4.2K | 16,555 | 2.9% |