Q1 2025 Holdings
Filed 2025-05-15 | 7 holdings | $144.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mercadolibre Inc(MELI) | COM | 58733R102 | $29.4M | 15,091 | 20.3% |
| Global E Online LTD(GLBE) | SHS | M5216V106 | $24.4M | 683,265 | 16.8% |
| PTC Inc(PTC) | COM | 69370C100 | $23.2M | 149,930 | 16.0% |
| Doordash Inc(DASH) | CL A | 25809K105 | $21.3M | 116,418 | 14.7% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $16.7M | 175,013 | 11.5% |
| Axon Enterprise Inc(AXON) | COM | 05464C101 | $16.5M | 31,342 | 11.4% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $13.4M | 2,900 | 9.2% |