Style
GrowthTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Servicetitan Inc(TTAN) | 1,711,862 | $121.0M | 72.29% |
| 2 | Figma Inc(FIG) | 2,565,225 | $46.4M | 27.71% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mid Cap | 66.7% |
| 72.29% |
| +5.59% |
| Large Cap | 33.3% | 27.71% | -5.59% |
Quarter-over-quarter position changes