Q2 2025 Holdings
Filed 2025-07-28 | 10 holdings | $52.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ituran Location & Control LTD CMN(ITRN) | SHS | M6158M104 | $7.6M | 197,997 | 14.4% |
| Kornit Digital Ltd. CMN(KRNT) | SHS | M6372Q113 | $7.1M | 358,858 | 13.5% |
| ACV Auctions Inc Cmn(ACVA) | COM | 00091G104 | $6.5M | 403,796 | 12.4% |
| Radcom LTD CMN(RDCM) | SHS NEW | M81865111 | $5.9M | 434,994 | 11.2% |
| Xometry Inc CMN(XMTR) | CL A | 98423F109 | $5.5M | 163,370 | 10.5% |
| Cargurus, Inc. CMN(CARG) | CL A | 141788109 | $4.9M | 145,204 | 9.2% |
| Pinterest Inc CMN Class A(PINS) | CL A | 72352L106 | $4.8M | 133,353 | 9.1% |
| Udemy, Inc. CMN(UDMY) | COM | 902685106 | $3.7M | 522,897 | 7.0% |
| Coursera Inc. CMN(COUR) | COM | 22266M104 | $3.6M | 410,796 | 6.8% |
| Monday.com LTD(MNDY) | ORD SHS | M7S64H106 | $3.2M | 10,100 | 6.0% |