Style
GrowthTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Veeva SYS Inc(VEEV) | 500,000 | $88.7M | 79.04% |
| 2 | Servicetitan Inc(TTAN) | 116,500 | $8.2M | 7.34% |
| 3 | Doximity Inc(DOCS) | 387,500 | $8.0M | 7.16% |
| 4 | Blend Labs Inc(BLND) | 4,244,379 | $7.3M | 6.46% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 86.89% | 86.2% | -0.69% |
| Technology | 13.11% | 13.8% | +0.69% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|
| Large Cap | 78.79% | 79.04% | +0.25% |
| Mid Cap | 14.73% | 14.5% | -0.23% |
| Small Cap | 6.47% | 6.46% | -0.01% |
Quarter-over-quarter position changes