Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| HCA HEALTHCARE INC(HCA) | 0 | 477,021 | +477,021 | 0 | 164,835 | 16.99% | +164,835 |
| TOAST INC(TOST) | 3,829,470 | 3,604,479 | -224,991 | 139,584 | 119,561 | 12.32% | -20,024 |
| FLOOR & DECOR HOLDINGS INC(FND) | 1,727,731 | 1,632,481 | -95,250 | 172,255 | 131,366 | 13.54% | -40,889 |
| APPIAN CORP(APPN) | 10,179,538 | 10,179,538 | 0 | 335,721 | 293,272 | 30.23% | -42,449 |
| AFFIRM HLDGS INC(AFRM) | 2,059,737 | 1,113,427 | -946,310 | 125,438 | 50,316 | 5.19% | -75,122 |
| GLOBAL E ONLINE LTD SHS | 3,915,413 | 2,311,201 | -1,604,212 | 213,507 | 82,394 | 8.49% | -131,113 |
| HUBSPOT INC(HUBS) | 295,789 | 0 | -295,789 | 206,097 | 0 | — | -206,097 |
| BILL HOLDINGS INC | 5,079,371 | 2,797,625 | -2,281,746 | 430,274 | 128,383 | 13.23% | -301,891 |